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 | $51,595 | $60,349-14.5% | $74,183-30.4% | $62,891-18.0% |
| Participation rate | 29.3% | 72.7%-43.5pp | 76.6%-47.3pp | 69.3%-40.0pp |
| Annual return | 8.63% | 21.37%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $761 | $1,680-54.7% | $2,370-67.9% | $2,281-66.6% |
| Participant deferral / active EE | $1,291 | $2,856-54.8% | $3,550-63.6% | $3,203-59.7% |
| Admin fee / account holder | $383 | $4,261-91.0% | $5,586-93.1% | $4,296-91.1% |