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 | $50,261 | $60,349-16.7% | $74,183-32.2% | $62,891-20.1% |
| Participation rate | 33.3% | 72.7%-39.4pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 6.71% | 21.37%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $987 | $1,680-41.3% | $2,370-58.4% | $2,281-56.7% |
| Participant deferral / active EE | $1,606 | $2,856-43.8% | $3,550-54.8% | $3,203-49.9% |
| Admin fee / account holder | $1,415 | $4,261-66.8% | $5,586-74.7% | $4,296-67.1% |