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 | $37,745 | $81,460-53.7% | $103,333-63.5% | $80,856-53.3% |
| Participation rate | 47.3% | 66.8%-19.5pp | 74.5%-27.2pp | 67.6%-20.3pp |
| Annual return | 14.08% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $956 | $3,105-69.2% | $3,868-75.3% | $2,755-65.3% |
| Participant deferral / active EE | $1,792 | $3,869-53.7% | $5,057-64.6% | $4,296-58.3% |
| Admin fee / account holder | $406 | $6,566-93.8% | $8,355-95.1% | $6,918-94.1% |