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 | $61,629 | $85,766-28.1% | $136,294-54.8% | $70,131-12.1% |
| Participation rate | 69.0% | 74.2%-5.1pp | 81.9%-12.9pp | 69.5%-0.5pp |
| Annual return | 18.78% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,068 | $2,966-64.0% | $4,695-77.3% | $2,342-54.4% |
| Participant deferral / active EE | $2,473 | $5,051-51.0% | $6,247-60.4% | $3,332-25.8% |
| Admin fee / account holder | $1,067 | $5,420-80.3% | $9,243-88.5% | $4,645-77.0% |