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 | $51,530 | $54,541-5.5% | $78,778-34.6% | $70,131-26.5% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 16.51% | 21.07%-4.6pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $520 | $1,089-52.2% | $1,986-73.8% | $2,342-77.8% |
| Participant deferral / active EE | $3,093 | $2,210+39.9% | $2,958+4.5% | $3,332-7.2% |
| Admin fee / account holder | $1,217 | $3,709-67.2% | $5,134-76.3% | $4,645-73.8% |