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 | $68,242 | $105,931-35.6% | $81,930-16.7% | $158,922-57.1% |
| Participation rate | 29.2% | 75.6%-46.4pp | 72.0%-42.8pp | 82.0%-52.8pp |
| Annual return | 5.26% | 38.17%-32.9pp | 29.49%-24.2pp | 302.83%-297.6pp |
| Employer contribution / active EE | $642 | $7,800-91.8% | $4,310-85.1% | $4,761-86.5% |
| Participant deferral / active EE | $2,061 | $13,003-84.1% | $7,107-71.0% | $5,982-65.5% |
| Admin fee / account holder | $3,215 | $8,489-62.1% | $5,158-37.7% | $11,246-71.4% |