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 | $41,959 | $57,590-27.1% | $86,233-51.3% | $82,448-49.1% |
| Participation rate | 20.4% | 57.9%-37.5pp | 69.0%-48.6pp | 68.1%-47.7pp |
| Annual return | 18.09% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $417 | $1,655-74.8% | $2,504-83.3% | $2,551-83.6% |
| Participant deferral / active EE | $2,190 | $3,080-28.9% | $4,559-52.0% | $4,139-47.1% |
| Admin fee / account holder | $2,750 | $4,730-41.9% | $8,342-67.0% | $7,234-62.0% |