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 | $68,684 | $95,416-28.0% | $185,823-63.0% | $85,850-20.0% |
| Participation rate | 30.2% | 68.8%-38.5pp | 81.7%-51.5pp | 69.3%-39.1pp |
| Annual return | 14.43% | 23.59%-9.2pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $917 | $3,314-72.3% | $5,167-82.3% | $2,565-64.3% |
| Participant deferral / active EE | $1,877 | $3,423-45.2% | $5,568-66.3% | $3,952-52.5% |
| Admin fee / account holder | $5,388 | $7,213-25.3% | $16,237-66.8% | $6,260-13.9% |