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 | $46,107 | $84,556-45.5% | $116,228-60.3% | $74,304-37.9% |
| Participation rate | 39.3% | 66.0%-26.7pp | 74.6%-35.2pp | 60.3%-21.0pp |
| Annual return | 17.18% | 18.35%-1.2pp | 90.06%-72.9pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,223 | $2,168-43.6% | $2,994-59.2% | $2,241-45.4% |
| Participant deferral / active EE | $2,930 | $3,814-23.2% | $4,953-40.8% | $3,767-22.2% |
| Admin fee / account holder | $3,705 | $3,792-2.3% | $11,989-69.1% | $2,969+24.8% |