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 | $40,591 | $65,365-37.9% | $92,893-56.3% | $72,985-44.4% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 17.02% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,134 | $2,594-56.3% | $3,653-69.0% | $2,440-53.5% |
| Participant deferral / active EE | $1,386 | $3,128-55.7% | $4,236-67.3% | $3,607-61.6% |
| Admin fee / account holder | $1,890 | $4,251-55.5% | $5,794-67.4% | $5,124-63.1% |