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 | $46,820 | $49,227-4.9% | $70,449-33.5% | $79,858-41.4% |
| Participation rate | 58.9% | 69.2%-10.2pp | 75.1%-16.1pp | 69.6%-10.7pp |
| Annual return | 13.19% | 30.06%-16.9pp | 109.03%-95.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $771 | $2,099-63.3% | $2,737-71.8% | $2,471-68.8% |
| Participant deferral / active EE | $3,504 | $2,768+26.6% | $3,709-5.5% | $3,740-6.3% |
| Admin fee / account holder | $3,243 | $2,878+12.7% | $3,845-15.7% | $5,306-38.9% |