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 | $40,414 | $61,272-34.0% | $149,673-73.0% | $71,457-43.4% |
| Participation rate | 37.0% | 62.5%-25.5pp | 78.8%-41.8pp | 67.9%-31.0pp |
| Annual return | 22.74% | 35.85%-13.1pp | 134.42%-111.7pp | 28.85%-6.1pp |
| Employer contribution / active EE | $726 | $2,378-69.5% | $4,818-84.9% | $2,588-71.9% |
| Participant deferral / active EE | $999 | $2,917-65.8% | $5,680-82.4% | $4,289-76.7% |
| Admin fee / account holder | $1,275 | $1,261+1.0% | $13,210-90.4% | $1,587-19.7% |