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 | $22,648 | $65,685-65.5% | $57,179-60.4% | $273,961-91.7% |
| Participation rate | 37.5% | 78.3%-40.8pp | 75.3%-37.8pp | 83.0%-45.5pp |
| Annual return | 8.64% | 21.99%-13.3pp | 14.59%-5.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $889 | $3,279-72.9% | $2,682-66.9% | $4,869-81.7% |
| Participant deferral / active EE | $1,992 | $3,782-47.3% | $3,096-35.7% | $5,287-62.3% |
| Admin fee / account holder | $609 | $4,835-87.4% | $3,139-80.6% | $10,132-94.0% |