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 | $70,503 | $81,208-13.2% | $98,907-28.7% | $79,858-11.7% |
| Participation rate | 55.6% | 72.5%-17.0pp | 76.0%-20.5pp | 69.6%-14.1pp |
| Annual return | 13.34% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $807 | $1,960-58.8% | $2,689-70.0% | $2,471-67.3% |
| Participant deferral / active EE | $2,309 | $3,265-29.3% | $4,244-45.6% | $3,740-38.3% |
| Admin fee / account holder | $2,108 | $6,013-64.9% | $6,642-68.3% | $5,306-60.3% |