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 | $52,823 | $88,672-40.4% | $105,223-49.8% | $82,448-35.9% |
| Participation rate | 34.0% | 67.9%-33.9pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 17.25% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,038 | $3,048-65.9% | $3,689-71.9% | $2,551-59.3% |
| Participant deferral / active EE | $1,833 | $4,036-54.6% | $5,072-63.9% | $4,139-55.7% |
| Admin fee / account holder | $2,847 | $7,146-60.2% | $8,859-67.9% | $7,234-60.6% |