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 | $47,089 | $80,717-41.7% | $154,803-69.6% | $84,808-44.5% |
| Participation rate | 28.1% | 66.8%-38.7pp | 78.1%-49.9pp | 68.3%-40.2pp |
| Annual return | 18.12% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $860 | $2,761-68.9% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $1,133 | $3,303-65.7% | $5,540-79.6% | $4,212-73.1% |
| Admin fee / account holder | $5,993 | $6,746-11.2% | $14,329-58.2% | $7,344-18.4% |