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 | $55,065 | $77,314-28.8% | $177,989-69.1% | $80,856-31.9% |
| Participation rate | 47.4% | 65.7%-18.3pp | 77.1%-29.7pp | 67.6%-20.3pp |
| Annual return | 13.80% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $860 | $2,292-62.5% | $3,949-78.2% | $2,755-68.8% |
| Participant deferral / active EE | $2,132 | $4,411-51.7% | $6,276-66.0% | $4,296-50.4% |
| Admin fee / account holder | $1,476 | $7,191-79.5% | $10,363-85.8% | $6,918-78.7% |