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 | $37,069 | $48,076-22.9% | $78,689-52.9% | $62,891-41.1% |
| Participation rate | 56.7% | 65.2%-8.5pp | 73.6%-16.9pp | 69.3%-12.6pp |
| Annual return | 8.10% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $796 | $2,015-60.5% | $2,851-72.1% | $2,281-65.1% |
| Participant deferral / active EE | $1,720 | $2,588-33.5% | $3,517-51.1% | $3,203-46.3% |
| Admin fee / account holder | $3,021 | $3,207-5.8% | $4,510-33.0% | $4,296-29.7% |