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 | $40,972 | $49,915-17.9% | $154,803-73.5% | $74,304-44.9% |
| Participation rate | 36.0% | 54.0%-18.0pp | 78.1%-42.1pp | 60.3%-24.4pp |
| Annual return | 17.62% | 34.06%-16.4pp | 58.88%-41.3pp | 29.43%-11.8pp |
| Employer contribution / active EE | $736 | $1,611-54.3% | $4,305-82.9% | $2,241-67.1% |
| Participant deferral / active EE | $2,050 | $2,255-9.1% | $5,540-63.0% | $3,767-45.6% |
| Admin fee / account holder | $6,123 | $2,189+179.7% | $14,329-57.3% | $2,969+106.2% |