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 | $65,237 | $53,516+21.9% | $126,539-48.4% | $84,808-23.1% |
| Participation rate | 37.0% | 58.2%-21.2pp | 69.8%-32.8pp | 68.3%-31.3pp |
| Annual return | 17.25% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $317 | $1,535-79.3% | $3,674-91.4% | $2,631-87.9% |
| Participant deferral / active EE | $1,965 | $2,671-26.4% | $4,083-51.9% | $4,212-53.4% |
| Admin fee / account holder | $2,092 | $4,497-53.5% | $6,065-65.5% | $7,344-71.5% |