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 | $54,810 | $78,705-30.4% | $117,854-53.5% | $70,131-21.8% |
| Participation rate | 26.9% | 73.2%-46.3pp | 79.7%-52.7pp | 69.5%-42.6pp |
| Annual return | 19.56% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.6pp |
| Employer contribution / active EE | $596 | $2,223-73.2% | $3,786-84.3% | $2,342-74.6% |
| Participant deferral / active EE | $2,965 | $3,297-10.1% | $4,482-33.8% | $3,332-11.0% |
| Admin fee / account holder | $623 | $5,065-87.7% | $8,020-92.2% | $4,645-86.6% |