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 | $48,666 | $65,365-25.5% | $92,893-47.6% | $72,985-33.3% |
| Participation rate | 60.3% | 68.3%-8.0pp | 76.0%-15.7pp | 69.5%-9.2pp |
| Annual return | 17.14% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $922 | $2,594-64.4% | $3,653-74.8% | $2,440-62.2% |
| Participant deferral / active EE | $2,172 | $3,128-30.6% | $4,236-48.7% | $3,607-39.8% |
| Admin fee / account holder | $2,295 | $4,251-46.0% | $5,794-60.4% | $5,124-55.2% |