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 | $40,060 | $81,248-50.7% | $155,509-74.2% | $80,856-50.5% |
| Participation rate | 52.7% | 66.2%-13.5pp | 78.2%-25.5pp | 67.6%-15.0pp |
| Annual return | 13.80% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $944 | $3,100-69.6% | $4,672-79.8% | $2,755-65.7% |
| Participant deferral / active EE | $2,768 | $3,452-19.8% | $5,626-50.8% | $4,296-35.6% |
| Admin fee / account holder | $3,825 | $7,997-52.2% | $15,912-76.0% | $6,918-44.7% |