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 | $70,928 | $81,208-12.7% | $98,907-28.3% | $79,858-11.2% |
| Participation rate | 26.9% | 72.5%-45.6pp | 76.0%-49.1pp | 69.6%-42.7pp |
| Annual return | 13.62% | 60.99%-47.4pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $773 | $1,960-60.6% | $2,689-71.3% | $2,471-68.7% |
| Participant deferral / active EE | $1,545 | $3,265-52.7% | $4,244-63.6% | $3,740-58.7% |
| Admin fee / account holder | $1,186 | $6,013-80.3% | $6,642-82.1% | $5,306-77.6% |