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 | $62,169 | $91,190-31.8% | $178,490-65.2% | $79,858-22.1% |
| Participation rate | 63.3% | 69.2%-5.9pp | 81.9%-18.6pp | 69.6%-6.3pp |
| Annual return | 22.29% | 24.19%-1.9pp | 151.07%-128.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $985 | $3,256-69.8% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $2,269 | $3,236-29.9% | $5,202-56.4% | $3,740-39.3% |
| Admin fee / account holder | $4,407 | $6,751-34.7% | $13,984-68.5% | $5,306-17.0% |