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 | $54,970 | $154,117-64.3% | $129,995-57.7% | $139,434-60.6% |
| Participation rate | 47.8% | 82.0%-34.1pp | 78.5%-30.7pp | 80.3%-32.5pp |
| Annual return | 17.09% | 32.48%-15.4pp | -137.18%+154.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,573 | $5,289-51.3% | $4,320-40.4% | $4,751-45.8% |
| Participant deferral / active EE | $4,986 | $6,710-25.7% | $5,820-14.3% | $6,710-25.7% |
| Admin fee / account holder | $3,439 | $14,007-75.4% | $10,614-67.6% | $11,403-69.8% |