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 | $26,062 | $53,777-51.5% | $134,143-80.6% | $79,858-67.4% |
| Participation rate | 32.4% | 58.8%-26.4pp | 72.2%-39.8pp | 69.6%-37.3pp |
| Annual return | 13.87% | 19.01%-5.1pp | 36.33%-22.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $579 | $1,321-56.2% | $3,704-84.4% | $2,471-76.6% |
| Participant deferral / active EE | $943 | $2,420-61.0% | $3,499-73.0% | $3,740-74.8% |
| Admin fee / account holder | $602 | $3,984-84.9% | $6,684-91.0% | $5,306-88.7% |