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 | $64,186 | $76,407-16.0% | $150,298-57.3% | $82,448-22.1% |
| Participation rate | 24.0% | 66.4%-42.4pp | 77.8%-53.8pp | 68.1%-44.1pp |
| Annual return | 14.70% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $566 | $2,614-78.4% | $4,154-86.4% | $2,551-77.8% |
| Participant deferral / active EE | $1,772 | $3,214-44.9% | $5,453-67.5% | $4,139-57.2% |
| Admin fee / account holder | $466 | $6,352-92.7% | $14,116-96.7% | $7,234-93.6% |