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 | $49,114 | $95,416-48.5% | $185,823-73.6% | $85,850-42.8% |
| Participation rate | 46.7% | 68.8%-22.1pp | 81.7%-35.0pp | 69.3%-22.6pp |
| Annual return | 18.39% | 23.59%-5.2pp | 122.05%-103.7pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,132 | $3,314-65.8% | $5,167-78.1% | $2,565-55.9% |
| Participant deferral / active EE | $2,479 | $3,423-27.6% | $5,568-55.5% | $3,952-37.3% |
| Admin fee / account holder | $2,958 | $7,213-59.0% | $16,237-81.8% | $6,260-52.7% |