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 | $40,159 | $76,407-47.4% | $150,298-73.3% | $82,448-51.3% |
| Participation rate | 29.5% | 66.4%-36.9pp | 77.8%-48.3pp | 68.1%-38.6pp |
| Annual return | 22.81% | 39.99%-17.2pp | 62.79%-40.0pp | 41.64%-18.8pp |
| Employer contribution / active EE | $800 | $2,614-69.4% | $4,154-80.7% | $2,551-68.6% |
| Participant deferral / active EE | $3,074 | $3,214-4.4% | $5,453-43.6% | $4,139-25.7% |
| Admin fee / account holder | $3,340 | $6,352-47.4% | $14,116-76.3% | $7,234-53.8% |