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 | $39,708 | $76,552-48.1% | $123,892-67.9% | $62,891-36.9% |
| Participation rate | 41.4% | 73.0%-31.6pp | 81.4%-40.0pp | 69.3%-27.9pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $928 | $2,883-67.8% | $4,617-79.9% | $2,281-59.3% |
| Participant deferral / active EE | $2,988 | $4,840-38.3% | $5,984-50.1% | $3,203-6.7% |
| Admin fee / account holder | $3,201 | $4,826-33.7% | $8,357-61.7% | $4,296-25.5% |