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 | $64,449 | $73,787-12.7% | $98,716-34.7% | $82,448-21.8% |
| Participation rate | 41.7% | 61.4%-19.7pp | 69.3%-27.6pp | 68.1%-26.4pp |
| Annual return | 13.24% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $928 | $1,511-38.6% | $2,279-59.3% | $2,551-63.6% |
| Participant deferral / active EE | $2,510 | $3,081-18.6% | $4,048-38.0% | $4,139-39.4% |
| Admin fee / account holder | $1,423 | $6,500-78.1% | $8,703-83.6% | $7,234-80.3% |