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 | $60,369 | $88,672-31.9% | $105,223-42.6% | $82,448-26.8% |
| Participation rate | 62.2% | 67.9%-5.7pp | 75.0%-12.8pp | 68.1%-5.8pp |
| Annual return | 18.77% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $959 | $3,048-68.5% | $3,689-74.0% | $2,551-62.4% |
| Participant deferral / active EE | $6,707 | $4,036+66.2% | $5,072+32.2% | $4,139+62.0% |
| Admin fee / account holder | $2,663 | $7,146-62.7% | $8,859-69.9% | $7,234-63.2% |