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 | $71,860 | $80,717-11.0% | $154,803-53.6% | $84,808-15.3% |
| Participation rate | 40.8% | 66.8%-26.0pp | 78.1%-37.3pp | 68.3%-27.5pp |
| Annual return | 16.02% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $847 | $2,761-69.3% | $4,305-80.3% | $2,631-67.8% |
| Participant deferral / active EE | $3,127 | $3,303-5.3% | $5,540-43.6% | $4,212-25.8% |
| Admin fee / account holder | $5,537 | $6,746-17.9% | $14,329-61.4% | $7,344-24.6% |