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 | $33,689 | $48,076-29.9% | $78,689-57.2% | $62,891-46.4% |
| Participation rate | 27.4% | 65.2%-37.8pp | 73.6%-46.2pp | 69.3%-41.9pp |
| Annual return | 8.79% | 31.35%-22.6pp | 62.18%-53.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $380 | $2,015-81.1% | $2,851-86.7% | $2,281-83.3% |
| Participant deferral / active EE | $1,197 | $2,588-53.7% | $3,517-66.0% | $3,203-62.6% |
| Admin fee / account holder | $591 | $3,207-81.6% | $4,510-86.9% | $4,296-86.2% |