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 | $66,867 | $70,669-5.4% | $169,368-60.5% | $75,163-11.0% |
| Participation rate | 30.4% | 64.8%-34.4pp | 77.1%-46.8pp | 67.2%-36.8pp |
| Annual return | 19.86% | 36.36%-16.5pp | 405.60%-385.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | $815 | $2,211-63.1% | $4,013-79.7% | $2,670-69.5% |
| Participant deferral / active EE | $2,132 | $4,311-50.5% | $6,221-65.7% | $4,125-48.3% |
| Admin fee / account holder | $530 | $5,402-90.2% | $9,003-94.1% | $5,651-90.6% |