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 | $37,639 | $65,365-42.4% | $92,893-59.5% | $72,985-48.4% |
| Participation rate | 48.4% | 68.3%-19.9pp | 76.0%-27.6pp | 69.5%-21.1pp |
| Annual return | 22.39% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $973 | $2,594-62.5% | $3,653-73.4% | $2,440-60.1% |
| Participant deferral / active EE | $1,800 | $3,128-42.5% | $4,236-57.5% | $3,607-50.1% |
| Admin fee / account holder | $1,214 | $4,251-71.4% | $5,794-79.0% | $5,124-76.3% |