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 | $50,082 | $54,517-8.1% | $75,972-34.1% | $74,495-32.8% |
| Participation rate | 57.3% | 60.3%-3.1pp | 69.1%-11.8pp | 67.2%-9.9pp |
| Annual return | 11.45% | 31.82%-20.4pp | 359.55%-348.1pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $378 | $1,777-78.7% | $2,685-85.9% | $2,623-85.6% |
| Participant deferral / active EE | $1,791 | $3,066-41.6% | $4,255-57.9% | $4,346-58.8% |
| Admin fee / account holder | $2,903 | $2,229+30.3% | $6,467-55.1% | $1,942+49.5% |