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 | $53,429 | $73,933-27.7% | $96,683-44.7% | $75,163-28.9% |
| Participation rate | 9.4% | 66.4%-57.0pp | 74.3%-65.0pp | 67.2%-57.8pp |
| Annual return | 20.90% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $797 | $2,928-72.8% | $3,737-78.7% | $2,670-70.1% |
| Participant deferral / active EE | $2,100 | $3,659-42.6% | $4,878-57.0% | $4,125-49.1% |
| Admin fee / account holder | $2,919 | $5,216-44.0% | $6,730-56.6% | $5,651-48.3% |