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 | $63,688 | $51,175+24.5% | $70,515-9.7% | $75,163-15.3% |
| Participation rate | 51.0% | 60.9%-9.9pp | 68.3%-17.3pp | 67.2%-16.2pp |
| Annual return | 19.15% | 30.02%-10.9pp | 32.77%-13.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $521 | $1,826-71.5% | $2,973-82.5% | $2,670-80.5% |
| Participant deferral / active EE | $2,065 | $2,849-27.5% | $4,567-54.8% | $4,125-50.0% |
| Admin fee / account holder | $1,076 | $4,091-73.7% | $6,412-83.2% | $5,651-81.0% |