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 | $67,896 | $74,927-9.4% | $101,794-33.3% | $84,808-19.9% |
| Participation rate | 29.5% | 61.4%-31.9pp | 69.2%-39.7pp | 68.3%-38.8pp |
| Annual return | 13.81% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $623 | $1,522-59.1% | $2,289-72.8% | $2,631-76.3% |
| Participant deferral / active EE | $1,884 | $3,099-39.2% | $4,084-53.9% | $4,212-55.3% |
| Admin fee / account holder | $1,022 | $6,514-84.3% | $8,777-88.4% | $7,344-86.1% |