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 | $94,046 | $165,912-43.3% | $122,332-23.1% | $147,584-36.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 13.18% | 34.55%-21.4pp | 30.27%-17.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $590 | $5,754-89.7% | $4,050-85.4% | $4,876-87.9% |
| Participant deferral / active EE | $2,660 | $4,005-33.6% | $3,287-19.1% | $5,439-51.1% |
| Admin fee / account holder | $2,528 | $7,424-65.9% | $5,478-53.9% | $10,885-76.8% |