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 | $49,625 | $80,717-38.5% | $154,803-67.9% | $84,808-41.5% |
| Participation rate | 49.0% | 66.8%-17.9pp | 78.1%-29.1pp | 68.3%-19.4pp |
| Annual return | 20.20% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $800 | $2,761-71.0% | $4,305-81.4% | $2,631-69.6% |
| Participant deferral / active EE | $1,728 | $3,303-47.7% | $5,540-68.8% | $4,212-59.0% |
| Admin fee / account holder | $3,559 | $6,746-47.2% | $14,329-75.2% | $7,344-51.5% |