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 | $80,717-20.5% | $154,803-58.5% | $84,808-24.3% |
| Participation rate | 24.0% | 66.8%-42.8pp | 78.1%-54.1pp | 68.3%-44.3pp |
| Annual return | 14.70% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $566 | $2,761-79.5% | $4,305-86.9% | $2,631-78.5% |
| Participant deferral / active EE | $1,772 | $3,303-46.4% | $5,540-68.0% | $4,212-57.9% |
| Admin fee / account holder | $466 | $6,746-93.1% | $14,329-96.7% | $7,344-93.6% |