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 | $37,406 | $109,413-65.8% | $156,263-76.1% | $84,808-55.9% |
| Participation rate | 61.2% | 72.7%-11.5pp | 78.9%-17.7pp | 68.3%-7.1pp |
| Annual return | 13.90% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $966 | $2,907-66.8% | $4,333-77.7% | $2,631-63.3% |
| Participant deferral / active EE | $2,774 | $4,590-39.5% | $6,158-54.9% | $4,212-34.1% |
| Admin fee / account holder | $12,204 | $9,357+30.4% | $14,255-14.4% | $7,344+66.2% |