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 | $49,725 | $70,669-29.6% | $169,368-70.6% | $75,163-33.8% |
| Participation rate | 38.5% | 64.8%-26.3pp | 77.1%-38.7pp | 67.2%-28.7pp |
| Annual return | 16.44% | 36.36%-19.9pp | 405.60%-389.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $968 | $2,211-56.2% | $4,013-75.9% | $2,670-63.7% |
| Participant deferral / active EE | $1,940 | $4,311-55.0% | $6,221-68.8% | $4,125-53.0% |
| Admin fee / account holder | $2,842 | $5,402-47.4% | $9,003-68.4% | $5,651-49.7% |