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 | $26,025 | $64,348-59.6% | $90,160-71.1% | $70,131-62.9% |
| Participation rate | 62.8% | 70.4%-7.7pp | 76.9%-14.1pp | 69.5%-6.8pp |
| Annual return | 17.12% | 28.13%-11.0pp | 34.88%-17.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $817 | $2,046-60.1% | $3,318-75.4% | $2,342-65.1% |
| Participant deferral / active EE | $1,832 | $4,389-58.2% | $5,288-65.3% | $3,332-45.0% |
| Admin fee / account holder | $1,798 | $3,944-54.4% | $5,943-69.8% | $4,645-61.3% |