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 | $59,710 | $80,968-26.3% | $96,544-38.2% | $75,163-20.6% |
| Participation rate | 38.9% | 71.8%-32.9pp | 76.0%-37.1pp | 67.2%-28.3pp |
| Annual return | 17.41% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,030 | $2,282-54.9% | $2,965-65.3% | $2,670-61.4% |
| Participant deferral / active EE | $2,004 | $3,928-49.0% | $4,851-58.7% | $4,125-51.4% |
| Admin fee / account holder | $339 | $6,724-95.0% | $8,252-95.9% | $5,651-94.0% |