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 | $52,485 | $57,065-8.0% | $75,670-30.6% | $70,131-25.2% |
| Participation rate | 43.1% | 68.1%-25.0pp | 72.3%-29.3pp | 69.5%-26.5pp |
| Annual return | 15.71% | 23.57%-7.9pp | 27.34%-11.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $681 | $1,817-62.5% | $2,352-71.1% | $2,342-70.9% |
| Participant deferral / active EE | $1,791 | $2,580-30.6% | $3,142-43.0% | $3,332-46.2% |
| Admin fee / account holder | $9,757 | $3,825+155.1% | $5,800+68.2% | $4,645+110.0% |