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 | $53,411 | $78,672-32.1% | $109,143-51.1% | $85,850-37.8% |
| Participation rate | 41.2% | 68.3%-27.1pp | 75.9%-34.7pp | 69.3%-28.1pp |
| Annual return | 13.78% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,106 | $2,735-59.5% | $3,722-70.3% | $2,565-56.9% |
| Participant deferral / active EE | $1,676 | $3,467-51.7% | $4,653-64.0% | $3,952-57.6% |
| Admin fee / account holder | $2,386 | $5,469-56.4% | $6,752-64.7% | $6,260-61.9% |