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 | $40,089 | $54,541-26.5% | $78,778-49.1% | $70,131-42.8% |
| Participation rate | 45.9% | 60.8%-14.9pp | 69.2%-23.2pp | 69.5%-23.6pp |
| Annual return | 12.41% | 21.07%-8.7pp | 35.62%-23.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $790 | $1,089-27.4% | $1,986-60.2% | $2,342-66.3% |
| Participant deferral / active EE | $1,122 | $2,210-49.2% | $2,958-62.1% | $3,332-66.3% |
| Admin fee / account holder | $3,872 | $3,709+4.4% | $5,134-24.6% | $4,645-16.7% |