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 | $31,916 | $72,277-55.8% | $101,248-68.5% | $79,858-60.0% |
| Participation rate | 51.8% | 68.5%-16.7pp | 75.8%-24.0pp | 69.6%-17.8pp |
| Annual return | 17.64% | 22.30%-4.7pp | 46.47%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,324 | $2,692-50.8% | $3,660-63.8% | $2,471-46.4% |
| Participant deferral / active EE | $2,520 | $3,282-23.2% | $4,370-42.3% | $3,740-32.6% |
| Admin fee / account holder | $3,904 | $4,400-11.3% | $5,945-34.3% | $5,306-26.4% |