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 | $42,078 | $51,175-17.8% | $70,515-40.3% | $75,163-44.0% |
| Participation rate | 35.2% | 60.9%-25.8pp | 68.3%-33.2pp | 67.2%-32.0pp |
| Annual return | 25.69% | 30.02%-4.3pp | 32.77%-7.1pp | 160.62%-134.9pp |
| Employer contribution / active EE | $922 | $1,826-49.5% | $2,973-69.0% | $2,670-65.5% |
| Participant deferral / active EE | $1,646 | $2,849-42.2% | $4,567-64.0% | $4,125-60.1% |
| Admin fee / account holder | $2,063 | $4,091-49.6% | $6,412-67.8% | $5,651-63.5% |