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 | $33,415 | $72,277-53.8% | $101,248-67.0% | $79,858-58.2% |
| Participation rate | 30.3% | 68.5%-38.2pp | 75.8%-45.5pp | 69.6%-39.3pp |
| Annual return | 20.52% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $821 | $2,692-69.5% | $3,660-77.6% | $2,471-66.8% |
| Participant deferral / active EE | $3,577 | $3,282+9.0% | $4,370-18.1% | $3,740-4.4% |
| Admin fee / account holder | $422 | $4,400-90.4% | $5,945-92.9% | $5,306-92.1% |