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 | $49,049 | $94,625-48.2% | $116,228-57.8% | $84,808-42.2% |
| Participation rate | 36.2% | 70.4%-34.3pp | 74.6%-38.4pp | 68.3%-32.1pp |
| Annual return | 16.79% | 20.40%-3.6pp | 90.06%-73.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $914 | $2,347-61.0% | $2,994-69.5% | $2,631-65.3% |
| Participant deferral / active EE | $2,543 | $3,972-36.0% | $4,953-48.7% | $4,212-39.6% |
| Admin fee / account holder | $10,466 | $10,091+3.7% | $11,989-12.7% | $7,344+42.5% |