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 | $35,015 | $84,233-58.4% | $170,442-79.5% | $70,131-50.1% |
| Participation rate | 32.4% | 70.8%-38.4pp | 83.6%-51.2pp | 69.5%-37.1pp |
| Annual return | 18.39% | 23.06%-4.7pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $946 | $3,387-72.1% | $5,433-82.6% | $2,342-59.6% |
| Participant deferral / active EE | $1,568 | $3,086-49.2% | $4,939-68.3% | $3,332-52.9% |
| Admin fee / account holder | $1,104 | $5,698-80.6% | $13,880-92.0% | $4,645-76.2% |