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 | $68,243 | $78,705-13.3% | $117,854-42.1% | $70,131-2.7% |
| Participation rate | 46.9% | 73.2%-26.3pp | 79.7%-32.8pp | 69.5%-22.7pp |
| Annual return | 12.72% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $903 | $2,223-59.4% | $3,786-76.1% | $2,342-61.4% |
| Participant deferral / active EE | $1,580 | $3,297-52.1% | $4,482-64.8% | $3,332-52.6% |
| Admin fee / account holder | $2,531 | $5,065-50.0% | $8,020-68.4% | $4,645-45.5% |