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 | $39,804 | $49,915-20.3% | $154,803-74.3% | $74,304-46.4% |
| Participation rate | 29.0% | 54.0%-25.0pp | 78.1%-49.1pp | 60.3%-31.4pp |
| Annual return | 17.85% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $235 | $1,611-85.4% | $4,305-94.5% | $2,241-89.5% |
| Participant deferral / active EE | $635 | $2,255-71.8% | $5,540-88.5% | $3,767-83.1% |
| Admin fee / account holder | $2,691 | $2,189+22.9% | $14,329-81.2% | $2,969-9.4% |