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 | $39,025 | $41,377-5.7% | $109,313-64.3% | $62,891-37.9% |
| Participation rate | 24.0% | 57.5%-33.5pp | 71.3%-47.3pp | 69.3%-45.3pp |
| Annual return | 5.60% | 11.05%-5.4pp | 22.07%-16.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $497 | $1,276-61.1% | $3,892-87.2% | $2,281-78.2% |
| Participant deferral / active EE | $1,156 | $2,045-43.5% | $3,166-63.5% | $3,203-63.9% |
| Admin fee / account holder | $2,592 | $2,884-10.1% | $5,666-54.2% | $4,296-39.6% |