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 | $35,447 | $65,041-45.5% | $90,951-61.0% | $79,858-55.6% |
| Participation rate | 29.7% | 61.6%-31.9pp | 69.0%-39.3pp | 69.6%-39.9pp |
| Annual return | 12.25% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $553 | $1,247-55.6% | $2,122-73.9% | $2,471-77.6% |
| Participant deferral / active EE | $1,382 | $2,512-45.0% | $3,373-59.0% | $3,740-63.0% |
| Admin fee / account holder | $3,705 | $4,536-18.3% | $5,959-37.8% | $5,306-30.2% |