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 | $47,126 | $61,272-23.1% | $149,673-68.5% | $71,457-34.1% |
| Participation rate | 19.4% | 62.5%-43.1pp | 78.8%-59.3pp | 67.9%-48.5pp |
| Annual return | 18.97% | 35.85%-16.9pp | 134.42%-115.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $398 | $2,378-83.3% | $4,818-91.7% | $2,588-84.6% |
| Participant deferral / active EE | $1,035 | $2,917-64.5% | $5,680-81.8% | $4,289-75.9% |
| Admin fee / account holder | $1,722 | $1,261+36.5% | $13,210-87.0% | $1,587+8.5% |