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 | $45,329 | $80,717-43.8% | $154,803-70.7% | $84,808-46.6% |
| Participation rate | 29.6% | 66.8%-37.2pp | 78.1%-48.4pp | 68.3%-38.7pp |
| Annual return | 14.08% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $466 | $2,761-83.1% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $2,184 | $3,303-33.9% | $5,540-60.6% | $4,212-48.1% |
| Admin fee / account holder | $708 | $6,746-89.5% | $14,329-95.1% | $7,344-90.4% |