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 | $35,224 | $101,724-65.4% | $164,813-78.6% | $80,856-56.4% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 14.01% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,569 | $2,953-46.9% | $4,341-63.9% | $2,755-43.0% |
| Participant deferral / active EE | $2,656 | $4,477-40.7% | $6,031-56.0% | $4,296-38.2% |
| Admin fee / account holder | $3,637 | $8,227-55.8% | $12,690-71.3% | $6,918-47.4% |