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 | $57,568 | $80,968-28.9% | $96,544-40.4% | $75,163-23.4% |
| Participation rate | 30.6% | 71.8%-41.2pp | 76.0%-45.4pp | 67.2%-36.6pp |
| Annual return | 17.01% | 27.06%-10.1pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,416 | $2,282-37.9% | $2,965-52.2% | $2,670-46.9% |
| Participant deferral / active EE | $2,096 | $3,928-46.6% | $4,851-56.8% | $4,125-49.2% |
| Admin fee / account holder | $2,276 | $6,724-66.1% | $8,252-72.4% | $5,651-59.7% |