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 | $48,583 | $54,541-10.9% | $78,778-38.3% | $70,131-30.7% |
| Participation rate | 30.8% | 60.8%-30.0pp | 69.2%-38.4pp | 69.5%-38.8pp |
| Annual return | 12.65% | 21.07%-8.4pp | 35.62%-23.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $684 | $1,089-37.2% | $1,986-65.6% | $2,342-70.8% |
| Participant deferral / active EE | $1,516 | $2,210-31.4% | $2,958-48.8% | $3,332-54.5% |
| Admin fee / account holder | $14,442 | $3,709+289.4% | $5,134+181.3% | $4,645+210.9% |