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 | $31,452 | $46,869-32.9% | $122,332-74.3% | $70,131-55.2% |
| Participation rate | 36.2% | 58.2%-22.0pp | 71.6%-35.5pp | 69.5%-33.4pp |
| Annual return | 16.43% | 24.22%-7.8pp | 30.27%-13.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $541 | $1,288-58.0% | $4,050-86.7% | $2,342-76.9% |
| Participant deferral / active EE | $955 | $2,166-55.9% | $3,287-71.0% | $3,332-71.3% |
| Admin fee / account holder | $1,095 | $3,322-67.0% | $5,478-80.0% | $4,645-76.4% |