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 | $42,887 | $47,848-10.4% | $81,478-47.4% | $70,131-38.8% |
| Participation rate | 39.2% | 58.3%-19.1pp | 68.0%-28.8pp | 69.5%-30.4pp |
| Annual return | 17.12% | 27.25%-10.1pp | 38.78%-21.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $772 | $1,527-49.5% | $2,568-70.0% | $2,342-67.1% |
| Participant deferral / active EE | $1,089 | $2,453-55.6% | $3,537-69.2% | $3,332-67.3% |
| Admin fee / account holder | $454 | $3,145-85.6% | $4,561-90.0% | $4,645-90.2% |