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 | $39,917 | $63,346-37.0% | $92,233-56.7% | $70,131-43.1% |
| Participation rate | 52.6% | 68.7%-16.1pp | 76.5%-23.9pp | 69.5%-17.0pp |
| Annual return | 16.45% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $905 | $2,471-63.4% | $3,679-75.4% | $2,342-61.3% |
| Participant deferral / active EE | $2,593 | $2,854-9.1% | $3,897-33.5% | $3,332-22.2% |
| Admin fee / account holder | $3,097 | $3,840-19.4% | $5,194-40.4% | $4,645-33.3% |