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 | $46,712 | $91,190-48.8% | $178,490-73.8% | $79,858-41.5% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 18.14% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $916 | $3,256-71.9% | $5,011-81.7% | $2,471-62.9% |
| Participant deferral / active EE | $1,199 | $3,236-63.0% | $5,202-77.0% | $3,740-67.9% |
| Admin fee / account holder | $2,176 | $6,751-67.8% | $13,984-84.4% | $5,306-59.0% |