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 | $41,224 | $54,762-24.7% | $90,281-54.3% | $72,985-43.5% |
| Participation rate | 21.9% | 65.1%-43.3pp | 73.3%-51.4pp | 69.5%-47.6pp |
| Annual return | 19.94% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $539 | $2,092-74.2% | $2,854-81.1% | $2,440-77.9% |
| Participant deferral / active EE | $2,178 | $2,887-24.6% | $3,885-44.0% | $3,607-39.6% |
| Admin fee / account holder | $767 | $3,972-80.7% | $5,351-85.7% | $5,124-85.0% |