See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,917 | $83,477-37.8% | $125,175-58.5% | $72,985-28.9% |
| Participation rate | 48.1% | 73.3%-25.2pp | 79.8%-31.6pp | 69.5%-21.3pp |
| Annual return | 20.29% | 25.78%-5.5pp | 43.79%-23.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $598 | $2,345-74.5% | $3,865-84.5% | $2,440-75.5% |
| Participant deferral / active EE | $1,742 | $3,585-51.4% | $4,937-64.7% | $3,607-51.7% |
| Admin fee / account holder | $1,154 | $5,517-79.1% | $9,702-88.1% | $5,124-77.5% |