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 | $47,066 | $91,552-48.6% | $133,956-64.9% | $79,858-41.1% |
| Participation rate | 44.3% | 73.3%-29.0pp | 79.8%-35.5pp | 69.6%-25.3pp |
| Annual return | 19.15% | 61.85%-42.7pp | 45.09%-25.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $571 | $2,384-76.0% | $3,919-85.4% | $2,471-76.9% |
| Participant deferral / active EE | $2,245 | $3,733-39.9% | $5,048-55.5% | $3,740-40.0% |
| Admin fee / account holder | $1,159 | $6,321-81.7% | $8,927-87.0% | $5,306-78.2% |