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 | $53,329 | $53,516-0.3% | $126,539-57.9% | $84,808-37.1% |
| Participation rate | 45.9% | 58.2%-12.3pp | 69.8%-23.9pp | 68.3%-22.4pp |
| Annual return | 14.61% | 58.34%-43.7pp | 425.95%-411.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $347 | $1,535-77.4% | $3,674-90.5% | $2,631-86.8% |
| Participant deferral / active EE | $1,771 | $2,671-33.7% | $4,083-56.6% | $4,212-58.0% |
| Admin fee / account holder | $599 | $4,497-86.7% | $6,065-90.1% | $7,344-91.8% |