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 | $54,334 | $77,899-30.3% | $149,673-63.7% | $75,163-27.7% |
| Participation rate | 51.5% | 65.6%-14.1pp | 78.8%-27.3pp | 67.2%-15.7pp |
| Annual return | 22.00% | 31.72%-9.7pp | 134.42%-112.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,746 | $3,137-44.4% | $4,818-63.8% | $2,670-34.6% |
| Participant deferral / active EE | $3,233 | $3,411-5.2% | $5,680-43.1% | $4,125-21.6% |
| Admin fee / account holder | $2,795 | $5,956-53.1% | $13,210-78.8% | $5,651-50.5% |