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 | $36,004 | $59,839-39.8% | $81,983-56.1% | $79,858-54.9% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.2%-28.1pp | 69.6%-28.5pp |
| Annual return | 23.50% | 17.56%+5.9pp | 41.31%-17.8pp | 31.71%-8.2pp |
| Employer contribution / active EE | $339 | $1,713-80.2% | $2,498-86.4% | $2,471-86.3% |
| Participant deferral / active EE | $1,639 | $2,695-39.2% | $3,722-56.0% | $3,740-56.2% |
| Admin fee / account holder | $2,447 | $4,287-42.9% | $5,664-56.8% | $5,306-53.9% |