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 | $64,356 | $85,766-25.0% | $136,294-52.8% | $70,131-8.2% |
| Participation rate | 51.7% | 74.2%-22.4pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 16.86% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,323 | $2,966-55.4% | $4,695-71.8% | $2,342-43.5% |
| Participant deferral / active EE | $2,691 | $5,051-46.7% | $6,247-56.9% | $3,332-19.2% |
| Admin fee / account holder | $2,505 | $5,420-53.8% | $9,243-72.9% | $4,645-46.1% |