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 | $37,444 | $126,519-70.4% | $106,201-64.7% | $145,959-74.3% |
| Participation rate | 52.2% | 77.7%-25.5pp | 75.3%-23.1pp | 80.3%-28.1pp |
| Annual return | 9.43% | 225.10%-215.7pp | 116.26%-106.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,019 | $3,726-72.6% | $3,170-67.8% | $4,661-78.1% |
| Participant deferral / active EE | $1,653 | $5,716-71.1% | $5,012-67.0% | $6,689-75.3% |
| Admin fee / account holder | $2,894 | $17,312-83.3% | $11,039-73.8% | $13,398-78.4% |