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 | $52,143 | $58,208-10.4% | $81,812-36.3% | $80,856-35.5% |
| Participation rate | 36.4% | 63.4%-27.1pp | 72.3%-36.0pp | 67.6%-31.3pp |
| Annual return | 12.25% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $290 | $2,340-87.6% | $2,912-90.0% | $2,755-89.5% |
| Participant deferral / active EE | $1,357 | $3,281-58.6% | $4,319-68.6% | $4,296-68.4% |
| Admin fee / account holder | $1,647 | $4,981-66.9% | $7,386-77.7% | $6,918-76.2% |