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 | $47,562 | $58,523-18.7% | $99,443-52.2% | $72,985-34.8% |
| Participation rate | 44.9% | 64.6%-19.7pp | 73.8%-28.9pp | 69.5%-24.6pp |
| Annual return | 22.81% | 28.51%-5.7pp | 30.72%-7.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,320 | $1,512-12.7% | $2,540-48.0% | $2,440-45.9% |
| Participant deferral / active EE | $1,897 | $2,606-27.2% | $3,619-47.6% | $3,607-47.4% |
| Admin fee / account holder | $2,644 | $4,102-35.5% | $6,250-57.7% | $5,124-48.4% |