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 | $63,418 | $67,984-6.7% | $65,493-3.2% | $74,304-14.7% |
| Participation rate | 49.0% | 66.3%-17.3pp | 73.1%-24.1pp | 60.3%-11.3pp |
| Annual return | 11.95% | 19.87%-7.9pp | 982.45%-970.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $903 | $2,491-63.8% | $2,574-64.9% | $2,241-59.7% |
| Participant deferral / active EE | $2,233 | $3,346-33.3% | $3,961-43.6% | $3,767-40.7% |
| Admin fee / account holder | $3,759 | $1,373+173.8% | $5,028-25.2% | $2,969+26.6% |