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 | $55,284 | $76,407-27.6% | $150,298-63.2% | $82,448-32.9% |
| Participation rate | 57.3% | 66.4%-9.1pp | 77.8%-20.4pp | 68.1%-10.7pp |
| Annual return | 15.55% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $810 | $2,614-69.0% | $4,154-80.5% | $2,551-68.3% |
| Participant deferral / active EE | $1,952 | $3,214-39.3% | $5,453-64.2% | $4,139-52.8% |
| Admin fee / account holder | $1,529 | $6,352-75.9% | $14,116-89.2% | $7,234-78.9% |