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 | $40,281 | $68,719-41.4% | $91,541-56.0% | $84,808-52.5% |
| Participation rate | 47.2% | 64.5%-17.3pp | 69.8%-22.6pp | 68.3%-21.1pp |
| Annual return | 13.20% | 19.12%-5.9pp | 20.50%-7.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $408 | $1,920-78.7% | $2,505-83.7% | $2,631-84.5% |
| Participant deferral / active EE | $1,702 | $3,136-45.7% | $4,008-57.5% | $4,212-59.6% |
| Admin fee / account holder | $1,067 | $5,786-81.6% | $6,956-84.7% | $7,344-85.5% |