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 | $48,467 | $93,346-48.1% | $71,796-32.5% | $273,961-82.3% |
| Participation rate | 38.5% | 76.5%-38.1pp | 69.1%-30.7pp | 83.0%-44.6pp |
| Annual return | 11.51% | 130.39%-118.9pp | 78.04%-66.5pp | 41.45%-29.9pp |
| Employer contribution / active EE | $809 | $2,733-70.4% | $1,924-58.0% | $4,869-83.4% |
| Participant deferral / active EE | $1,375 | $3,475-60.4% | $2,794-50.8% | $5,287-74.0% |
| Admin fee / account holder | $462 | $6,571-93.0% | $4,815-90.4% | $10,132-95.4% |