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 | $63,111 | $91,190-30.8% | $178,490-64.6% | $79,858-21.0% |
| Participation rate | 45.5% | 69.2%-23.7pp | 81.9%-36.5pp | 69.6%-24.2pp |
| Annual return | 17.60% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $509 | $3,256-84.4% | $5,011-89.8% | $2,471-79.4% |
| Participant deferral / active EE | $1,671 | $3,236-48.4% | $5,202-67.9% | $3,740-55.3% |
| Admin fee / account holder | $4,380 | $6,751-35.1% | $13,984-68.7% | $5,306-17.5% |