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 | $49,636 | $68,914-28.0% | $136,749-63.7% | $74,304-33.2% |
| Participation rate | 40.9% | 51.3%-10.4pp | 72.1%-31.2pp | 60.3%-19.4pp |
| Annual return | 16.36% | 16.34%0pp | 24.33%-8.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $942 | $1,561-39.7% | $3,400-72.3% | $2,241-58.0% |
| Participant deferral / active EE | $2,142 | $2,541-15.7% | $4,692-54.3% | $3,767-43.1% |
| Admin fee / account holder | $1,940 | $3,149-38.4% | $11,386-83.0% | $2,969-34.7% |