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 | $52,727 | $77,314-31.8% | $177,989-70.4% | $80,856-34.8% |
| Participation rate | 36.5% | 65.7%-29.2pp | 77.1%-40.6pp | 67.6%-31.1pp |
| Annual return | 13.55% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,098 | $2,292-52.1% | $3,949-72.2% | $2,755-60.1% |
| Participant deferral / active EE | $2,966 | $4,411-32.8% | $6,276-52.7% | $4,296-31.0% |
| Admin fee / account holder | $1,314 | $7,191-81.7% | $10,363-87.3% | $6,918-81.0% |