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 | $71,179 | $81,446-12.6% | $103,374-31.1% | $80,874-12.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 13.80% | 25.57%-11.8pp | 24.89%-11.1pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,719 | $3,107-44.7% | $3,869-55.6% | $2,756-37.6% |
| Participant deferral / active EE | $2,621 | $3,870-32.3% | $5,058-48.2% | $4,297-39.0% |
| Admin fee / account holder | $1,466 | $6,715-78.2% | $8,394-82.5% | $6,935-78.9% |