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 | $32,262 | $101,724-68.3% | $164,813-80.4% | $80,856-60.1% |
| Participation rate | 60.6% | 71.8%-11.2pp | 78.6%-18.0pp | 67.6%-7.0pp |
| Annual return | 11.65% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,690 | $2,953-42.8% | $4,341-61.1% | $2,755-38.7% |
| Participant deferral / active EE | $3,267 | $4,477-27.0% | $6,031-45.8% | $4,296-24.0% |
| Admin fee / account holder | $1,509 | $8,227-81.7% | $12,690-88.1% | $6,918-78.2% |