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 | $39,262 | $109,413-64.1% | $156,263-74.9% | $84,808-53.7% |
| Participation rate | 41.4% | 72.7%-31.3pp | 78.9%-37.5pp | 68.3%-26.9pp |
| Annual return | 18.68% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $850 | $2,907-70.7% | $4,333-80.4% | $2,631-67.7% |
| Participant deferral / active EE | $2,279 | $4,590-50.3% | $6,158-63.0% | $4,212-45.9% |
| Admin fee / account holder | $1,823 | $9,357-80.5% | $14,255-87.2% | $7,344-75.2% |