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 | $56,623 | $86,286-34.4% | $111,297-49.1% | $85,850-34.0% |
| Participation rate | 36.6% | 73.3%-36.7pp | 77.3%-40.7pp | 69.3%-32.7pp |
| Annual return | 15.87% | 19.99%-4.1pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $695 | $2,043-66.0% | $2,731-74.6% | $2,565-72.9% |
| Participant deferral / active EE | $1,976 | $3,641-45.7% | $4,487-56.0% | $3,952-50.0% |
| Admin fee / account holder | $2,475 | $8,188-69.8% | $7,964-68.9% | $6,260-60.5% |