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 | $35,207 | $54,541-35.4% | $78,778-55.3% | $70,131-49.8% |
| Participation rate | 38.5% | 60.8%-22.3pp | 69.2%-30.7pp | 69.5%-31.1pp |
| Annual return | 19.48% | 21.07%-1.6pp | 35.62%-16.1pp | 73.14%-53.7pp |
| Employer contribution / active EE | $826 | $1,089-24.2% | $1,986-58.4% | $2,342-64.8% |
| Participant deferral / active EE | $1,200 | $2,210-45.7% | $2,958-59.4% | $3,332-64.0% |
| Admin fee / account holder | $600 | $3,709-83.8% | $5,134-88.3% | $4,645-87.1% |