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 | $68,693 | $110,257-37.7% | $96,544-28.8% | $139,434-50.7% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 13.47% | 26.32%-12.8pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $840 | $3,620-76.8% | $2,965-71.7% | $4,751-82.3% |
| Participant deferral / active EE | $2,701 | $5,548-51.3% | $4,851-44.3% | $6,710-59.7% |
| Admin fee / account holder | $14,637 | $11,591+26.3% | $8,252+77.4% | $11,403+28.4% |