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 | $33,495 | $78,672-57.4% | $109,143-69.3% | $85,850-61.0% |
| Participation rate | 39.5% | 68.3%-28.7pp | 75.9%-36.3pp | 69.3%-29.8pp |
| Annual return | 17.33% | 25.09%-7.8pp | 25.75%-8.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,105 | $2,735-59.6% | $3,722-70.3% | $2,565-56.9% |
| Participant deferral / active EE | $2,067 | $3,467-40.4% | $4,653-55.6% | $3,952-47.7% |
| Admin fee / account holder | $763 | $5,469-86.0% | $6,752-88.7% | $6,260-87.8% |