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 | $70,050 | $89,355-21.6% | $141,162-50.4% | $72,985-4.0% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 23.64% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $874 | $3,114-71.9% | $4,735-81.5% | $2,440-64.2% |
| Participant deferral / active EE | $2,477 | $5,418-54.3% | $6,709-63.1% | $3,607-31.3% |
| Admin fee / account holder | $4,172 | $5,958-30.0% | $10,261-59.3% | $5,124-18.6% |