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 | $53,216 | $72,277-26.4% | $101,248-47.4% | $79,858-33.4% |
| Participation rate | 25.8% | 68.5%-42.7pp | 75.8%-50.0pp | 69.6%-43.8pp |
| Annual return | 18.18% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $750 | $2,692-72.1% | $3,660-79.5% | $2,471-69.6% |
| Participant deferral / active EE | $2,971 | $3,282-9.5% | $4,370-32.0% | $3,740-20.6% |
| Admin fee / account holder | $4,995 | $4,400+13.5% | $5,945-16.0% | $5,306-5.9% |