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 | $66,914 | $78,705-15.0% | $117,854-43.2% | $70,131-4.6% |
| Participation rate | 29.6% | 73.2%-43.6pp | 79.7%-50.1pp | 69.5%-40.0pp |
| Annual return | 15.47% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $905 | $2,223-59.3% | $3,786-76.1% | $2,342-61.4% |
| Participant deferral / active EE | $1,798 | $3,297-45.5% | $4,482-59.9% | $3,332-46.0% |
| Admin fee / account holder | $2,323 | $5,065-54.1% | $8,020-71.0% | $4,645-50.0% |