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 | $75,553 | $110,257-31.5% | $96,544-21.7% | $139,434-45.8% |
| Participation rate | 56.3% | 78.1%-21.8pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 20.64% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $917 | $3,620-74.7% | $2,965-69.1% | $4,751-80.7% |
| Participant deferral / active EE | $2,502 | $5,548-54.9% | $4,851-48.4% | $6,710-62.7% |
| Admin fee / account holder | $7,020 | $11,591-39.4% | $8,252-14.9% | $11,403-38.4% |