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 | $47,994 | $60,892-21.2% | $82,389-41.7% | $84,808-43.4% |
| Participation rate | 37.0% | 63.3%-26.2pp | 69.5%-32.5pp | 68.3%-31.3pp |
| Annual return | 15.41% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $724 | $1,779-59.3% | $2,517-71.2% | $2,631-72.5% |
| Participant deferral / active EE | $1,112 | $3,179-65.0% | $4,155-73.2% | $4,212-73.6% |
| Admin fee / account holder | $2,191 | $5,467-59.9% | $7,231-69.7% | $7,344-70.2% |