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 | $75,603 | $108,825-30.5% | $156,181-51.6% | $82,448-8.3% |
| Participation rate | 47.3% | 72.4%-25.1pp | 78.8%-31.6pp | 68.1%-20.8pp |
| Annual return | 15.47% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $807 | $2,870-71.9% | $4,294-81.2% | $2,551-68.4% |
| Participant deferral / active EE | $2,607 | $4,577-43.0% | $6,132-57.5% | $4,139-37.0% |
| Admin fee / account holder | $6,915 | $9,341-26.0% | $14,586-52.6% | $7,234-4.4% |