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 | $59,825 | $99,918-40.1% | $81,382-26.5% | $145,922-59.0% |
| Participation rate | 52.2% | 74.2%-22.0pp | 69.5%-17.3pp | 80.3%-28.1pp |
| Annual return | 11.41% | 34.32%-22.9pp | 24.73%-13.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $539 | $2,978-81.9% | $2,463-78.1% | $4,660-88.4% |
| Participant deferral / active EE | $2,111 | $4,605-54.2% | $3,883-45.6% | $6,688-68.4% |
| Admin fee / account holder | $4,677 | $8,212-43.0% | $5,768-18.9% | $13,397-65.1% |