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 | $58,589 | $63,764-8.1% | $81,930-28.5% | $79,858-26.6% |
| Participation rate | 43.0% | 67.5%-24.5pp | 72.0%-29.0pp | 69.6%-26.6pp |
| Annual return | 15.19% | 22.66%-7.5pp | 29.49%-14.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $825 | $1,795-54.0% | $4,310-80.9% | $2,471-66.6% |
| Participant deferral / active EE | $1,903 | $2,780-31.6% | $7,107-73.2% | $3,740-49.1% |
| Admin fee / account holder | $2,392 | $4,426-46.0% | $5,158-53.6% | $5,306-54.9% |