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 | $30,738 | $91,190-66.3% | $178,490-82.8% | $79,858-61.5% |
| Participation rate | 28.9% | 69.2%-40.3pp | 81.9%-53.0pp | 69.6%-40.7pp |
| Annual return | 14.80% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $392 | $3,256-88.0% | $5,011-92.2% | $2,471-84.1% |
| Participant deferral / active EE | $918 | $3,236-71.6% | $5,202-82.3% | $3,740-75.4% |
| Admin fee / account holder | $1,379 | $6,751-79.6% | $13,984-90.1% | $5,306-74.0% |