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 | $48,913 | $58,851-16.9% | $115,157-57.5% | $72,985-33.0% |
| Participation rate | 48.5% | 65.5%-17.1pp | 75.9%-27.4pp | 69.5%-21.0pp |
| Annual return | 22.46% | 23.16%-0.7pp | 35.60%-13.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $826 | $1,798-54.0% | $3,179-74.0% | $2,440-66.1% |
| Participant deferral / active EE | $1,804 | $2,643-31.7% | $4,168-56.7% | $3,607-50.0% |
| Admin fee / account holder | $6,028 | $6,370-5.4% | $7,088-14.9% | $5,124+17.6% |