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 | $39,191 | $57,016-31.3% | $84,966-53.9% | $80,856-51.5% |
| Participation rate | 29.0% | 56.3%-27.4pp | 67.5%-38.5pp | 67.6%-38.7pp |
| Annual return | 13.48% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $635 | $1,798-64.7% | $2,727-76.7% | $2,755-77.0% |
| Participant deferral / active EE | $2,357 | $3,110-24.2% | $4,519-47.9% | $4,296-45.1% |
| Admin fee / account holder | $3,450 | $4,980-30.7% | $6,149-43.9% | $6,918-50.1% |