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 | $35,699 | $91,552-61.0% | $133,956-73.4% | $79,858-55.3% |
| Participation rate | 49.2% | 73.3%-24.1pp | 79.8%-30.6pp | 69.6%-20.4pp |
| Annual return | 25.22% | 61.85%-36.6pp | 45.09%-19.9pp | 31.71%-6.5pp |
| Employer contribution / active EE | $561 | $2,384-76.5% | $3,919-85.7% | $2,471-77.3% |
| Participant deferral / active EE | $2,320 | $3,733-37.9% | $5,048-54.0% | $3,740-38.0% |
| Admin fee / account holder | $1,244 | $6,321-80.3% | $8,927-86.1% | $5,306-76.6% |