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 | $53,935 | $93,071-42.1% | $74,583-27.7% | $273,961-80.3% |
| Participation rate | 27.3% | 74.9%-47.7pp | 68.1%-40.8pp | 83.0%-55.7pp |
| Annual return | 56.29% | 26.18%+30.1pp | 20.47%+35.8pp | 41.45%+14.8pp |
| Employer contribution / active EE | $467 | $3,160-85.2% | $2,525-81.5% | $4,869-90.4% |
| Participant deferral / active EE | $2,724 | $4,160-34.5% | $3,458-21.2% | $5,287-48.5% |
| Admin fee / account holder | $482 | $5,272-90.9% | $4,138-88.4% | $10,132-95.2% |