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 | $33,014 | $46,869-29.6% | $122,332-73.0% | $70,131-52.9% |
| Participation rate | 27.7% | 58.2%-30.5pp | 71.6%-43.9pp | 69.5%-41.8pp |
| Annual return | 17.06% | 24.22%-7.2pp | 30.27%-13.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $564 | $1,288-56.2% | $4,050-86.1% | $2,342-75.9% |
| Participant deferral / active EE | $1,032 | $2,166-52.4% | $3,287-68.6% | $3,332-69.0% |
| Admin fee / account holder | $1,340 | $3,322-59.7% | $5,478-75.5% | $4,645-71.1% |