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 | $36,275 | $79,944-54.6% | $98,439-63.1% | $75,163-51.7% |
| Participation rate | 35.3% | 70.4%-35.1pp | 75.2%-39.9pp | 67.2%-31.9pp |
| Annual return | 19.20% | 19.75%-0.6pp | 21.16%-2.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $694 | $2,264-69.4% | $3,048-77.2% | $2,670-74.0% |
| Participant deferral / active EE | $2,001 | $3,752-46.7% | $4,738-57.8% | $4,125-51.5% |
| Admin fee / account holder | $3,079 | $6,840-55.0% | $8,948-65.6% | $5,651-45.5% |