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 | $49,765 | $86,286-42.3% | $111,297-55.3% | $85,850-42.0% |
| Participation rate | 38.3% | 73.3%-35.0pp | 77.3%-39.0pp | 69.3%-31.0pp |
| Annual return | 15.90% | 19.99%-4.1pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $779 | $2,043-61.9% | $2,731-71.5% | $2,565-69.6% |
| Participant deferral / active EE | $1,846 | $3,641-49.3% | $4,487-58.9% | $3,952-53.3% |
| Admin fee / account holder | $1,897 | $8,188-76.8% | $7,964-76.2% | $6,260-69.7% |