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 5-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 | $58,845 | $70,669-16.7% | $169,368-65.3% | $75,163-21.7% |
| Participation rate | 58.4% | 64.8%-6.4pp | 77.1%-18.7pp | 67.2%-8.8pp |
| Annual return | 14.93% | 36.36%-21.4pp | 405.60%-390.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $541 | $2,211-75.5% | $4,013-86.5% | $2,670-79.7% |
| Participant deferral / active EE | $2,812 | $4,311-34.8% | $6,221-54.8% | $4,125-31.8% |
| Admin fee / account holder | $1,561 | $5,402-71.1% | $9,003-82.7% | $5,651-72.4% |