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 | $32,439 | $52,279-38.0% | $89,391-63.7% | $79,858-59.4% |
| Participation rate | 27.9% | 57.5%-29.7pp | 68.0%-40.1pp | 69.6%-41.8pp |
| Annual return | 19.50% | 22.16%-2.7pp | 245.62%-226.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,037 | $1,572-34.0% | $2,586-59.9% | $2,471-58.0% |
| Participant deferral / active EE | $1,725 | $2,740-37.1% | $3,890-55.7% | $3,740-53.9% |
| Admin fee / account holder | $368 | $3,356-89.0% | $4,881-92.5% | $5,306-93.1% |