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 | $45,760 | $53,053-13.7% | $126,539-63.8% | $74,304-38.4% |
| Participation rate | 25.2% | 48.0%-22.9pp | 69.8%-44.7pp | 60.3%-35.2pp |
| Annual return | 21.58% | 29.46%-7.9pp | 425.95%-404.4pp | 29.43%-7.8pp |
| Employer contribution / active EE | $650 | $1,168-44.3% | $3,674-82.3% | $2,241-71.0% |
| Participant deferral / active EE | $1,268 | $2,303-45.0% | $4,083-69.0% | $3,767-66.4% |
| Admin fee / account holder | $419 | $3,698-88.7% | $6,065-93.1% | $2,969-85.9% |