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 | $74,425 | $95,416-22.0% | $185,823-59.9% | $85,850-13.3% |
| Participation rate | 14.8% | 68.8%-53.9pp | 81.7%-66.9pp | 69.3%-54.5pp |
| Annual return | 19.62% | 23.59%-4.0pp | 122.05%-102.4pp | 318.53%-298.9pp |
| Employer contribution / active EE | $390 | $3,314-88.2% | $5,167-92.5% | $2,565-84.8% |
| Participant deferral / active EE | $1,151 | $3,423-66.4% | $5,568-79.3% | $3,952-70.9% |
| Admin fee / account holder | $2,644 | $7,213-63.3% | $16,237-83.7% | $6,260-57.8% |