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 | $36,320 | $47,848-24.1% | $81,478-55.4% | $70,131-48.2% |
| Participation rate | 45.2% | 58.3%-13.0pp | 68.0%-22.7pp | 69.5%-24.3pp |
| Annual return | 14.78% | 27.25%-12.5pp | 38.78%-24.0pp | 73.14%-58.4pp |
| Employer contribution / active EE | $634 | $1,527-58.5% | $2,568-75.3% | $2,342-73.0% |
| Participant deferral / active EE | $1,218 | $2,453-50.4% | $3,537-65.6% | $3,332-63.5% |
| Admin fee / account holder | $2,019 | $3,145-35.8% | $4,561-55.7% | $4,645-56.5% |