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 | $41,931 | $49,915-16.0% | $154,803-72.9% | $74,304-43.6% |
| Participation rate | 41.9% | 54.0%-12.0pp | 78.1%-36.2pp | 60.3%-18.4pp |
| Annual return | 15.66% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $907 | $1,611-43.7% | $4,305-78.9% | $2,241-59.5% |
| Participant deferral / active EE | $1,715 | $2,255-24.0% | $5,540-69.1% | $3,767-54.5% |
| Admin fee / account holder | $2,529 | $2,189+15.5% | $14,329-82.4% | $2,969-14.8% |