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 | $52,953 | $158,817-66.7% | $121,196-56.3% | $135,375-60.9% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.7%-43.2pp | 82.6%-54.1pp |
| Annual return | 8.76% | -0.64%+9.4pp | 16.93%-8.2pp | 519.73%-511.0pp |
| Employer contribution / active EE | $1,521 | $5,665-73.2% | $4,022-62.2% | $4,779-68.2% |
| Participant deferral / active EE | $1,174 | $4,005-70.7% | $3,344-64.9% | $5,609-79.1% |
| Admin fee / account holder | $1,125 | $6,512-82.7% | $5,019-77.6% | $10,827-89.6% |