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 | $47,499 | $70,669-32.8% | $169,368-72.0% | $75,163-36.8% |
| Participation rate | 46.9% | 64.8%-17.9pp | 77.1%-30.3pp | 67.2%-20.3pp |
| Annual return | 15.93% | 36.36%-20.4pp | 405.60%-389.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $564 | $2,211-74.5% | $4,013-85.9% | $2,670-78.9% |
| Participant deferral / active EE | $2,076 | $4,311-51.8% | $6,221-66.6% | $4,125-49.7% |
| Admin fee / account holder | $3,125 | $5,402-42.2% | $9,003-65.3% | $5,651-44.7% |