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 | $49,505 | $58,512-15.4% | $84,015-41.1% | $72,985-32.2% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 19.68% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $485 | $1,163-58.3% | $1,983-75.5% | $2,440-80.1% |
| Participant deferral / active EE | $2,468 | $2,394+3.1% | $3,239-23.8% | $3,607-31.6% |
| Admin fee / account holder | $3,103 | $4,569-32.1% | $6,101-49.1% | $5,124-39.5% |