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 | $57,374 | $129,942-55.8% | $104,294-45.0% | $134,475-57.3% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | 9.50% | 42.03%-32.5pp | 24.61%-15.1pp | 417.96%-408.5pp |
| Employer contribution / active EE | $953 | $4,184-77.2% | $3,372-71.7% | $4,740-79.9% |
| Participant deferral / active EE | $2,143 | $5,588-61.7% | $4,625-53.7% | $6,400-66.5% |
| Admin fee / account holder | $13,333 | $9,323+43.0% | $7,339+81.7% | $11,426+16.7% |