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 | $31,889 | $72,277-55.9% | $101,248-68.5% | $79,858-60.1% |
| Participation rate | 22.0% | 68.5%-46.5pp | 75.8%-53.9pp | 69.6%-47.7pp |
| Annual return | 16.49% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,037 | $2,692-61.5% | $3,660-71.7% | $2,471-58.0% |
| Participant deferral / active EE | $1,397 | $3,282-57.4% | $4,370-68.0% | $3,740-62.7% |
| Admin fee / account holder | $1,007 | $4,400-77.1% | $5,945-83.1% | $5,306-81.0% |