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 | $51,301 | $88,672-42.1% | $105,223-51.2% | $82,448-37.8% |
| Participation rate | 61.8% | 67.9%-6.1pp | 75.0%-13.2pp | 68.1%-6.2pp |
| Annual return | 18.36% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $809 | $3,048-73.5% | $3,689-78.1% | $2,551-68.3% |
| Participant deferral / active EE | $2,027 | $4,036-49.8% | $5,072-60.0% | $4,139-51.0% |
| Admin fee / account holder | $7,108 | $7,146-0.5% | $8,859-19.8% | $7,234-1.7% |