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 | $67,760 | $74,927-9.6% | $101,794-33.4% | $84,808-20.1% |
| Participation rate | 49.5% | 61.4%-11.9pp | 69.2%-19.7pp | 68.3%-18.8pp |
| Annual return | 17.02% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $578 | $1,522-62.0% | $2,289-74.7% | $2,631-78.0% |
| Participant deferral / active EE | $1,738 | $3,099-43.9% | $4,084-57.5% | $4,212-58.7% |
| Admin fee / account holder | $3,150 | $6,514-51.6% | $8,777-64.1% | $7,344-57.1% |