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 | $18,372 | $48,076-61.8% | $78,689-76.7% | $62,891-70.8% |
| Participation rate | 46.7% | 65.2%-18.5pp | 73.6%-26.9pp | 69.3%-22.6pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $619 | $2,015-69.3% | $2,851-78.3% | $2,281-72.8% |
| Participant deferral / active EE | $812 | $2,588-68.6% | $3,517-76.9% | $3,203-74.6% |
| Admin fee / account holder | $1,102 | $3,207-65.6% | $4,510-75.6% | $4,296-74.3% |