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 | $50,493 | $54,541-7.4% | $78,778-35.9% | $70,131-28.0% |
| Participation rate | 27.8% | 60.8%-33.0pp | 69.2%-41.4pp | 69.5%-41.8pp |
| Annual return | 70.56% | 21.07%+49.5pp | 35.62%+34.9pp | 73.14%-2.6pp |
| Employer contribution / active EE | $203 | $1,089-81.4% | $1,986-89.8% | $2,342-91.3% |
| Participant deferral / active EE | $1,411 | $2,210-36.1% | $2,958-52.3% | $3,332-57.6% |
| Admin fee / account holder | $2,938 | $3,709-20.8% | $5,134-42.8% | $4,645-36.8% |