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 | $25,128 | $90,503-72.2% | $78,689-68.1% | $273,961-90.8% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 14.04% | 75.60%-61.6pp | 62.18%-48.1pp | 41.45%-27.4pp |
| Employer contribution / active EE | $849 | $3,176-73.3% | $2,851-70.2% | $4,869-82.6% |
| Participant deferral / active EE | $2,350 | $3,901-39.8% | $3,517-33.2% | $5,287-55.6% |
| Admin fee / account holder | $1,402 | $5,263-73.4% | $4,510-68.9% | $10,132-86.2% |