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 | $71,457 | $76,050-6.0% | $96,544-26.0% | $71,4570% |
| Participation rate | 42.0% | 74.4%-32.4pp | 76.0%-34.0pp | 67.9%-25.9pp |
| Annual return | 16.30% | 22.81%-6.5pp | 25.84%-9.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,039 | $2,244-53.7% | $2,965-65.0% | $2,588-59.9% |
| Participant deferral / active EE | $2,232 | $4,215-47.0% | $4,851-54.0% | $4,289-48.0% |
| Admin fee / account holder | $2,314 | $2,707-14.5% | $8,252-72.0% | $1,587+45.8% |