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 | $36,569 | $48,076-23.9% | $78,689-53.5% | $62,891-41.9% |
| Participation rate | 48.7% | 65.2%-16.5pp | 73.6%-24.8pp | 69.3%-20.6pp |
| Annual return | 6.30% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $521 | $2,015-74.1% | $2,851-81.7% | $2,281-77.2% |
| Participant deferral / active EE | $1,398 | $2,588-46.0% | $3,517-60.2% | $3,203-56.4% |
| Admin fee / account holder | $755 | $3,207-76.5% | $4,510-83.3% | $4,296-82.4% |