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 | $46,556 | $72,277-35.6% | $101,248-54.0% | $79,858-41.7% |
| Participation rate | 29.5% | 68.5%-38.9pp | 75.8%-46.3pp | 69.6%-40.1pp |
| Annual return | 13.14% | 22.30%-9.2pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,048 | $2,692-61.1% | $3,660-71.4% | $2,471-57.6% |
| Participant deferral / active EE | $2,175 | $3,282-33.7% | $4,370-50.2% | $3,740-41.9% |
| Admin fee / account holder | $1,780 | $4,400-59.6% | $5,945-70.1% | $5,306-66.5% |