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 | $28,559 | $72,012-60.3% | $185,823-84.6% | $79,858-64.2% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 13.62% | 23.12%-9.5pp | 35.95%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,115 | $1,965-43.3% | $4,087-72.7% | $2,471-54.9% |
| Participant deferral / active EE | $2,195 | $3,779-41.9% | $5,632-61.0% | $3,740-41.3% |
| Admin fee / account holder | $1,604 | $4,513-64.5% | $9,500-83.1% | $5,306-69.8% |