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 | $39,343 | $73,933-46.8% | $96,683-59.3% | $75,163-47.7% |
| Participation rate | 42.5% | 66.4%-23.9pp | 74.3%-31.8pp | 67.2%-24.7pp |
| Annual return | 20.33% | 26.70%-6.4pp | 35.69%-15.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $776 | $2,928-73.5% | $3,737-79.2% | $2,670-70.9% |
| Participant deferral / active EE | $2,279 | $3,659-37.7% | $4,878-53.3% | $4,125-44.7% |
| Admin fee / account holder | $2,015 | $5,216-61.4% | $6,730-70.1% | $5,651-64.3% |