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 | $22,638 | $49,227-54.0% | $70,449-67.9% | $79,858-71.7% |
| Participation rate | 33.0% | 69.2%-36.2pp | 75.1%-42.1pp | 69.6%-36.6pp |
| Annual return | 24.54% | 30.06%-5.5pp | 109.03%-84.5pp | 31.71%-7.2pp |
| Employer contribution / active EE | $740 | $2,099-64.7% | $2,737-73.0% | $2,471-70.0% |
| Participant deferral / active EE | $1,095 | $2,768-60.5% | $3,709-70.5% | $3,740-70.7% |
| Admin fee / account holder | $1,044 | $2,878-63.7% | $3,845-72.9% | $5,306-80.3% |