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 | $61,493 | $85,766-28.3% | $136,294-54.9% | $70,131-12.3% |
| Participation rate | 17.0% | 74.2%-57.1pp | 81.9%-64.9pp | 69.5%-52.5pp |
| Annual return | 22.15% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $555 | $2,966-81.3% | $4,695-88.2% | $2,342-76.3% |
| Participant deferral / active EE | $2,936 | $5,051-41.9% | $6,247-53.0% | $3,332-11.9% |
| Admin fee / account holder | $889 | $5,420-83.6% | $9,243-90.4% | $4,645-80.9% |