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 | $80,405 | $106,890-24.8% | $84,015-4.3% | $152,861-47.4% |
| Participation rate | 68.2% | 75.2%-7.1pp | 69.0%-0.8pp | 82.4%-14.3pp |
| Annual return | 21.38% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $571 | $2,734-79.1% | $1,983-71.2% | $4,762-88.0% |
| Participant deferral / active EE | $2,736 | $4,011-31.8% | $3,239-15.5% | $5,850-53.2% |
| Admin fee / account holder | $1,581 | $8,285-80.9% | $6,101-74.1% | $11,596-86.4% |