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 | $47,813 | $81,248-41.2% | $155,509-69.3% | $80,856-40.9% |
| Participation rate | 54.0% | 66.2%-12.3pp | 78.2%-24.2pp | 67.6%-13.7pp |
| Annual return | 11.16% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $657 | $3,100-78.8% | $4,672-85.9% | $2,755-76.1% |
| Participant deferral / active EE | $2,231 | $3,452-35.4% | $5,626-60.3% | $4,296-48.1% |
| Admin fee / account holder | $8,579 | $7,997+7.3% | $15,912-46.1% | $6,918+24.0% |