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 | $55,303 | $78,705-29.7% | $117,854-53.1% | $70,131-21.1% |
| Participation rate | 39.0% | 73.2%-34.2pp | 79.7%-40.6pp | 69.5%-30.5pp |
| Annual return | 16.02% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $518 | $2,223-76.7% | $3,786-86.3% | $2,342-77.9% |
| Participant deferral / active EE | $2,053 | $3,297-37.7% | $4,482-54.2% | $3,332-38.4% |
| Admin fee / account holder | $1,040 | $5,065-79.5% | $8,020-87.0% | $4,645-77.6% |