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 | $62,550 | $102,245-38.8% | $89,340-30.0% | $137,256-54.4% |
| Participation rate | 57.9% | 74.9%-17.0pp | 69.6%-11.7pp | 80.0%-22.1pp |
| Annual return | 13.82% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $906 | $2,529-64.2% | $2,231-59.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,878 | $4,436-57.7% | $3,823-50.9% | $6,407-70.7% |
| Admin fee / account holder | $15,118 | $8,085+87.0% | $6,704+125.5% | $12,270+23.2% |