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 | $65,085 | $86,286-24.6% | $111,297-41.5% | $85,850-24.2% |
| Participation rate | 59.3% | 73.3%-14.1pp | 77.3%-18.1pp | 69.3%-10.1pp |
| Annual return | 13.13% | 19.99%-6.9pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,254 | $2,043-38.6% | $2,731-54.1% | $2,565-51.1% |
| Participant deferral / active EE | $1,750 | $3,641-51.9% | $4,487-61.0% | $3,952-55.7% |
| Admin fee / account holder | $25,431 | $8,188+210.6% | $7,964+219.3% | $6,260+306.2% |