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 | $49,862 | $47,848+4.2% | $81,478-38.8% | $70,131-28.9% |
| Participation rate | 29.0% | 58.3%-29.3pp | 68.0%-39.0pp | 69.5%-40.6pp |
| Annual return | 13.46% | 27.25%-13.8pp | 38.78%-25.3pp | 73.14%-59.7pp |
| Employer contribution / active EE | $427 | $1,527-72.0% | $2,568-83.4% | $2,342-81.8% |
| Participant deferral / active EE | $1,308 | $2,453-46.7% | $3,537-63.0% | $3,332-60.7% |
| Admin fee / account holder | $608 | $3,145-80.7% | $4,561-86.7% | $4,645-86.9% |