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 | $52,080 | $65,365-20.3% | $92,893-43.9% | $72,985-28.6% |
| Participation rate | 36.5% | 68.3%-31.9pp | 76.0%-39.5pp | 69.5%-33.0pp |
| Annual return | 22.07% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $691 | $2,594-73.4% | $3,653-81.1% | $2,440-71.7% |
| Participant deferral / active EE | $1,381 | $3,128-55.9% | $4,236-67.4% | $3,607-61.7% |
| Admin fee / account holder | $1,932 | $4,251-54.6% | $5,794-66.7% | $5,124-62.3% |