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 | $38,299 | $67,606-43.3% | $82,313-53.5% | $70,131-45.4% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.3pp |
| Annual return | 17.66% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $590 | $1,755-66.4% | $2,428-75.7% | $2,342-74.8% |
| Participant deferral / active EE | $1,634 | $2,987-45.3% | $3,706-55.9% | $3,332-50.9% |
| Admin fee / account holder | $2,039 | $4,512-54.8% | $5,608-63.6% | $4,645-56.1% |