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 | $34,409 | $91,190-62.3% | $178,490-80.7% | $79,858-56.9% |
| Participation rate | 32.1% | 69.2%-37.1pp | 81.9%-49.8pp | 69.6%-37.5pp |
| Annual return | 20.06% | 24.19%-4.1pp | 151.07%-131.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $454 | $3,256-86.1% | $5,011-90.9% | $2,471-81.6% |
| Participant deferral / active EE | $1,196 | $3,236-63.0% | $5,202-77.0% | $3,740-68.0% |
| Admin fee / account holder | $819 | $6,751-87.9% | $13,984-94.1% | $5,306-84.6% |