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 | $36,854 | $72,012-48.8% | $185,823-80.2% | $79,858-53.8% |
| Participation rate | 59.0% | 65.8%-6.7pp | 78.0%-19.0pp | 69.6%-10.6pp |
| Annual return | 12.72% | 23.12%-10.4pp | 35.95%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $964 | $1,965-50.9% | $4,087-76.4% | $2,471-61.0% |
| Participant deferral / active EE | $2,214 | $3,779-41.4% | $5,632-60.7% | $3,740-40.8% |
| Admin fee / account holder | $1,942 | $4,513-57.0% | $9,500-79.6% | $5,306-63.4% |