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 | $59,155 | $78,705-24.8% | $117,854-49.8% | $70,131-15.7% |
| Participation rate | 44.0% | 73.2%-29.2pp | 79.7%-35.7pp | 69.5%-25.5pp |
| Annual return | 13.74% | 23.30%-9.6pp | 335.08%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $611 | $2,223-72.5% | $3,786-83.9% | $2,342-73.9% |
| Participant deferral / active EE | $1,771 | $3,297-46.3% | $4,482-60.5% | $3,332-46.8% |
| Admin fee / account holder | $2,838 | $5,065-44.0% | $8,020-64.6% | $4,645-38.9% |