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 | $59,283 | $95,416-37.9% | $185,823-68.1% | $85,850-30.9% |
| Participation rate | 53.6% | 68.8%-15.1pp | 81.7%-28.1pp | 69.3%-15.7pp |
| Annual return | 16.98% | 23.59%-6.6pp | 122.05%-105.1pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,401 | $3,314-57.7% | $5,167-72.9% | $2,565-45.4% |
| Participant deferral / active EE | $1,948 | $3,423-43.1% | $5,568-65.0% | $3,952-50.7% |
| Admin fee / account holder | $4,143 | $7,213-42.6% | $16,237-74.5% | $6,260-33.8% |