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 | $46,911 | $49,791-5.8% | $78,210-40.0% | $70,131-33.1% |
| Participation rate | 46.9% | 62.3%-15.4pp | 68.7%-21.9pp | 69.5%-22.7pp |
| Annual return | 16.22% | 20.75%-4.5pp | 40.90%-24.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $479 | $1,430-66.5% | $2,034-76.4% | $2,342-79.5% |
| Participant deferral / active EE | $975 | $2,150-54.6% | $2,823-65.4% | $3,332-70.7% |
| Admin fee / account holder | $10,301 | $3,181+223.8% | $3,758+174.1% | $4,645+121.7% |