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 | $47,180 | $87,013-45.8% | $106,213-55.6% | $80,856-41.6% |
| Participation rate | 36.5% | 70.4%-33.9pp | 75.3%-38.7pp | 67.6%-31.1pp |
| Annual return | 14.40% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $771 | $2,395-67.8% | $3,171-75.7% | $2,755-72.0% |
| Participant deferral / active EE | $2,139 | $3,986-46.3% | $5,016-57.4% | $4,296-50.2% |
| Admin fee / account holder | $2,078 | $8,431-75.3% | $11,033-81.2% | $6,918-70.0% |