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 | $49,983 | $96,484-48.2% | $75,886-34.1% | $152,861-67.3% |
| Participation rate | 57.9% | 76.2%-18.3pp | 69.3%-11.4pp | 82.4%-24.6pp |
| Annual return | 13.24% | 33.98%-20.7pp | 30.76%-17.5pp | 345.32%-332.1pp |
| Employer contribution / active EE | $743 | $3,309-77.5% | $2,500-70.3% | $4,762-84.4% |
| Participant deferral / active EE | $1,487 | $4,553-67.4% | $3,603-58.7% | $5,850-74.6% |
| Admin fee / account holder | $3,428 | $8,078-57.6% | $5,418-36.7% | $11,596-70.4% |