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 | $37,251 | $43,075-13.5% | $74,583-50.1% | $62,891-40.8% |
| Participation rate | 32.4% | 58.1%-25.7pp | 68.1%-35.8pp | 69.3%-37.0pp |
| Annual return | 6.40% | 17.50%-11.1pp | 20.47%-14.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $554 | $1,498-63.0% | $2,525-78.1% | $2,281-75.7% |
| Participant deferral / active EE | $1,461 | $2,389-38.8% | $3,458-57.7% | $3,203-54.4% |
| Admin fee / account holder | $1,127 | $2,840-60.3% | $4,138-72.8% | $4,296-73.8% |