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 | $47,890 | $49,915-4.1% | $154,803-69.1% | $74,304-35.5% |
| Participation rate | 27.7% | 54.0%-26.3pp | 78.1%-50.4pp | 60.3%-32.7pp |
| Annual return | 12.41% | 34.06%-21.6pp | 58.88%-46.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $337 | $1,611-79.1% | $4,305-92.2% | $2,241-85.0% |
| Participant deferral / active EE | $884 | $2,255-60.8% | $5,540-84.1% | $3,767-76.5% |
| Admin fee / account holder | $5,772 | $2,189+163.7% | $14,329-59.7% | $2,969+94.4% |