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 | $37,579 | $53,127-29.3% | $86,590-56.6% | $70,131-46.4% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 16.55% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $277 | $2,068-86.6% | $2,839-90.2% | $2,342-88.2% |
| Participant deferral / active EE | $1,712 | $2,696-36.5% | $3,609-52.6% | $3,332-48.6% |
| Admin fee / account holder | $2,292 | $3,585-36.1% | $4,906-53.3% | $4,645-50.7% |