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 | $36,337 | $51,175-29.0% | $70,515-48.5% | $75,163-51.7% |
| Participation rate | 23.7% | 60.9%-37.2pp | 68.3%-44.6pp | 67.2%-43.5pp |
| Annual return | 17.99% | 30.02%-12.0pp | 32.77%-14.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $702 | $1,826-61.6% | $2,973-76.4% | $2,670-73.7% |
| Participant deferral / active EE | $1,251 | $2,849-56.1% | $4,567-72.6% | $4,125-69.7% |
| Admin fee / account holder | $1,522 | $4,091-62.8% | $6,412-76.3% | $5,651-73.1% |