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 | $39,168 | $93,071-57.9% | $74,583-47.5% | $273,961-85.7% |
| Participation rate | 35.0% | 74.9%-39.9pp | 68.1%-33.1pp | 83.0%-48.0pp |
| Annual return | 4.48% | 26.18%-21.7pp | 20.47%-16.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $639 | $3,160-79.8% | $2,525-74.7% | $4,869-86.9% |
| Participant deferral / active EE | $2,261 | $4,160-45.7% | $3,458-34.6% | $5,287-57.2% |
| Admin fee / account holder | $1,741 | $5,272-67.0% | $4,138-57.9% | $10,132-82.8% |