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 | $51,059 | $65,041-21.5% | $90,951-43.9% | $79,858-36.1% |
| Participation rate | 58.9% | 61.6%-2.7pp | 69.0%-10.1pp | 69.6%-10.7pp |
| Annual return | 12.21% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $734 | $1,247-41.2% | $2,122-65.4% | $2,471-70.3% |
| Participant deferral / active EE | $2,416 | $2,512-3.8% | $3,373-28.4% | $3,740-35.4% |
| Admin fee / account holder | $2,933 | $4,536-35.4% | $5,959-50.8% | $5,306-44.7% |