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 | $55,036 | $112,881-51.2% | $90,951-39.5% | $158,922-65.4% |
| Participation rate | 60.9% | 74.7%-13.9pp | 69.0%-8.1pp | 82.0%-21.1pp |
| Annual return | 6.20% | 215.79%-209.6pp | 134.60%-128.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,296 | $2,893-55.2% | $2,122-38.9% | $4,761-72.8% |
| Participant deferral / active EE | $1,888 | $4,128-54.3% | $3,373-44.0% | $5,982-68.4% |
| Admin fee / account holder | $963 | $8,041-88.0% | $5,959-83.8% | $11,246-91.4% |