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 | $52,125 | $56,053-7.0% | $75,972-31.4% | $80,856-35.5% |
| Participation rate | 30.6% | 62.0%-31.5pp | 69.1%-38.5pp | 67.6%-37.1pp |
| Annual return | 11.02% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.6pp |
| Employer contribution / active EE | $860 | $1,874-54.1% | $2,685-68.0% | $2,755-68.8% |
| Participant deferral / active EE | $1,365 | $3,052-55.3% | $4,255-67.9% | $4,296-68.2% |
| Admin fee / account holder | $1,283 | $5,234-75.5% | $6,467-80.2% | $6,918-81.5% |