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 | $51,031 | $63,764-20.0% | $81,930-37.7% | $79,858-36.1% |
| Participation rate | 47.8% | 67.5%-19.7pp | 72.0%-24.2pp | 69.6%-21.8pp |
| Annual return | 17.17% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $872 | $1,795-51.4% | $4,310-79.8% | $2,471-64.7% |
| Participant deferral / active EE | $4,968 | $2,780+78.7% | $7,107-30.1% | $3,740+32.8% |
| Admin fee / account holder | $817 | $4,426-81.6% | $5,158-84.2% | $5,306-84.6% |