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 | $41,031 | $53,777-23.7% | $134,143-69.4% | $79,858-48.6% |
| Participation rate | 54.1% | 58.8%-4.7pp | 72.2%-18.1pp | 69.6%-15.6pp |
| Annual return | 18.83% | 19.01%-0.2pp | 36.33%-17.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $415 | $1,321-68.6% | $3,704-88.8% | $2,471-83.2% |
| Participant deferral / active EE | $1,315 | $2,420-45.7% | $3,499-62.4% | $3,740-64.9% |
| Admin fee / account holder | $2,757 | $3,984-30.8% | $6,684-58.8% | $5,306-48.0% |