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 | $31,965 | $90,503-64.7% | $78,689-59.4% | $273,961-88.3% |
| Participation rate | 45.8% | 76.5%-30.7pp | 73.6%-27.7pp | 83.0%-37.2pp |
| Annual return | 8.16% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $581 | $3,176-81.7% | $2,851-79.6% | $4,869-88.1% |
| Participant deferral / active EE | $1,090 | $3,901-72.1% | $3,517-69.0% | $5,287-79.4% |
| Admin fee / account holder | $710 | $5,263-86.5% | $4,510-84.3% | $10,132-93.0% |