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 | $52,577 | $110,261-52.3% | $95,745-45.1% | $139,434-62.3% |
| Participation rate | 52.2% | 75.8%-23.6pp | 72.3%-20.1pp | 80.3%-28.1pp |
| Annual return | 9.34% | 27.11%-17.8pp | 28.35%-19.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $796 | $3,257-75.5% | $2,835-71.9% | $4,751-83.2% |
| Participant deferral / active EE | $1,267 | $4,676-72.9% | $4,245-70.1% | $6,710-81.1% |
| Admin fee / account holder | $2,072 | $6,613-68.7% | $5,678-63.5% | $11,403-81.8% |