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 | $48,217 | $124,281-61.2% | $109,143-55.8% | $167,490-71.2% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 20.49% | 26.04%-5.5pp | 25.75%-5.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,196 | $4,207-47.8% | $3,722-41.0% | $4,837-54.6% |
| Participant deferral / active EE | $3,924 | $5,255-25.3% | $4,653-15.7% | $6,341-38.1% |
| Admin fee / account holder | $5,832 | $7,970-26.8% | $6,752-13.6% | $12,309-52.6% |