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 | $55,995 | $91,190-38.6% | $178,490-68.6% | $79,858-29.9% |
| Participation rate | 41.4% | 69.2%-27.8pp | 81.9%-40.5pp | 69.6%-28.2pp |
| Annual return | 17.50% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,289 | $3,256-60.4% | $5,011-74.3% | $2,471-47.8% |
| Participant deferral / active EE | $2,825 | $3,236-12.7% | $5,202-45.7% | $3,740-24.5% |
| Admin fee / account holder | $581 | $6,751-91.4% | $13,984-95.8% | $5,306-89.0% |