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 | $41,814 | $46,869-10.8% | $122,332-65.8% | $70,131-40.4% |
| Participation rate | 46.9% | 58.2%-11.3pp | 71.6%-24.8pp | 69.5%-22.7pp |
| Annual return | 16.06% | 24.22%-8.2pp | 30.27%-14.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $242 | $1,288-81.2% | $4,050-94.0% | $2,342-89.7% |
| Participant deferral / active EE | $1,242 | $2,166-42.7% | $3,287-62.2% | $3,332-62.7% |
| Admin fee / account holder | $458 | $3,322-86.2% | $5,478-91.6% | $4,645-90.1% |