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 | $45,417 | $61,272-25.9% | $149,673-69.7% | $71,457-36.4% |
| Participation rate | 25.8% | 62.5%-36.7pp | 78.8%-53.0pp | 67.9%-42.1pp |
| Annual return | 20.90% | 35.85%-14.9pp | 134.42%-113.5pp | 28.85%-7.9pp |
| Employer contribution / active EE | $679 | $2,378-71.5% | $4,818-85.9% | $2,588-73.8% |
| Participant deferral / active EE | $1,490 | $2,917-48.9% | $5,680-73.8% | $4,289-65.3% |
| Admin fee / account holder | $1,569 | $1,261+24.4% | $13,210-88.1% | $1,587-1.1% |