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 | $53,231 | $65,041-18.2% | $90,951-41.5% | $79,858-33.3% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.0%-40.4pp | 69.6%-41.1pp |
| Annual return | 24.80% | 30.45%-5.7pp | 134.60%-109.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $348 | $1,247-72.1% | $2,122-83.6% | $2,471-85.9% |
| Participant deferral / active EE | $1,187 | $2,512-52.7% | $3,373-64.8% | $3,740-68.3% |
| Admin fee / account holder | $347 | $4,536-92.3% | $5,959-94.2% | $5,306-93.5% |