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 | $66,975 | $91,552-26.8% | $133,956-50.0% | $79,858-16.1% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.8pp |
| Annual return | 16.49% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,078 | $2,384-54.8% | $3,919-72.5% | $2,471-56.4% |
| Participant deferral / active EE | $2,141 | $3,733-42.7% | $5,048-57.6% | $3,740-42.8% |
| Admin fee / account holder | $698 | $6,321-89.0% | $8,927-92.2% | $5,306-86.9% |