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 | $54,490 | $70,669-22.9% | $169,368-67.8% | $75,163-27.5% |
| Participation rate | 50.8% | 64.8%-14.0pp | 77.1%-26.3pp | 67.2%-16.4pp |
| Annual return | 21.66% | 36.36%-14.7pp | 405.60%-383.9pp | 160.62%-139.0pp |
| Employer contribution / active EE | $479 | $2,211-78.3% | $4,013-88.1% | $2,670-82.1% |
| Participant deferral / active EE | $2,904 | $4,311-32.6% | $6,221-53.3% | $4,125-29.6% |
| Admin fee / account holder | $3,070 | $5,402-43.2% | $9,003-65.9% | $5,651-45.7% |