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 | $57,779 | $80,717-28.4% | $154,803-62.7% | $84,808-31.9% |
| Participation rate | 43.8% | 66.8%-23.1pp | 78.1%-34.3pp | 68.3%-24.6pp |
| Annual return | 20.68% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $768 | $2,761-72.2% | $4,305-82.2% | $2,631-70.8% |
| Participant deferral / active EE | $1,996 | $3,303-39.6% | $5,540-64.0% | $4,212-52.6% |
| Admin fee / account holder | $675 | $6,746-90.0% | $14,329-95.3% | $7,344-90.8% |