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 | $37,042 | $73,933-49.9% | $96,683-61.7% | $75,163-50.7% |
| Participation rate | 57.3% | 66.4%-9.1pp | 74.3%-17.0pp | 67.2%-9.9pp |
| Annual return | 13.94% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,286 | $2,928-56.1% | $3,737-65.6% | $2,670-51.8% |
| Participant deferral / active EE | $2,897 | $3,659-20.8% | $4,878-40.6% | $4,125-29.8% |
| Admin fee / account holder | $1,978 | $5,216-62.1% | $6,730-70.6% | $5,651-65.0% |