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 | $54,326 | $111,814-51.4% | $103,374-47.4% | $145,959-62.8% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 11.57% | 24.77%-13.2pp | 24.89%-13.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,277 | $4,214-69.7% | $3,869-67.0% | $4,661-72.6% |
| Participant deferral / active EE | $1,836 | $5,618-67.3% | $5,058-63.7% | $6,689-72.6% |
| Admin fee / account holder | $1,747 | $9,754-82.1% | $8,394-79.2% | $13,398-87.0% |