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 | $48,661 | $80,968-39.9% | $96,544-49.6% | $75,163-35.3% |
| Participation rate | 44.4% | 71.8%-27.3pp | 76.0%-31.5pp | 67.2%-22.7pp |
| Annual return | 15.25% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $696 | $2,282-69.5% | $2,965-76.5% | $2,670-73.9% |
| Participant deferral / active EE | $1,806 | $3,928-54.0% | $4,851-62.8% | $4,125-56.2% |
| Admin fee / account holder | $4,245 | $6,724-36.9% | $8,252-48.6% | $5,651-24.9% |