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 | $32,029 | $54,541-41.3% | $78,778-59.3% | $70,131-54.3% |
| Participation rate | 51.1% | 60.8%-9.7pp | 69.2%-18.1pp | 69.5%-18.5pp |
| Annual return | 14.35% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $408 | $1,089-62.5% | $1,986-79.4% | $2,342-82.6% |
| Participant deferral / active EE | $1,759 | $2,210-20.4% | $2,958-40.5% | $3,332-47.2% |
| Admin fee / account holder | $6,241 | $3,709+68.3% | $5,134+21.6% | $4,645+34.3% |