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 | $32,539 | $52,580-38.1% | $71,671-54.6% | $70,131-53.6% |
| Participation rate | 29.2% | 60.9%-31.7pp | 68.7%-39.6pp | 69.5%-40.4pp |
| Annual return | 14.86% | 20.25%-5.4pp | 20.65%-5.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $561 | $1,616-65.3% | $2,460-77.2% | $2,342-76.0% |
| Participant deferral / active EE | $1,511 | $2,386-36.7% | $3,438-56.0% | $3,332-54.6% |
| Admin fee / account holder | $442 | $3,653-87.9% | $5,558-92.0% | $4,645-90.5% |