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 | $60,423 | $100,773-40.0% | $88,946-32.1% | $142,382-57.6% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.8%-13.8pp | 80.1%-25.1pp |
| Annual return | 16.98% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $855 | $2,918-70.7% | $2,555-66.6% | $4,299-80.1% |
| Participant deferral / active EE | $2,231 | $5,230-57.3% | $4,581-51.3% | $6,507-65.7% |
| Admin fee / account holder | $2,997 | $9,693-69.1% | $8,261-63.7% | $12,624-76.3% |