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 | $82,453 | $127,065-35.1% | $113,168-27.1% | $142,382-42.1% |
| Participation rate | 65.0% | 79.2%-14.2pp | 76.6%-11.6pp | 80.1%-15.1pp |
| Annual return | 16.03% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,919 | $3,442-44.3% | $2,975-35.5% | $4,299-55.4% |
| Participant deferral / active EE | $4,358 | $5,716-23.8% | $5,107-14.7% | $6,507-33.0% |
| Admin fee / account holder | $360 | $15,736-97.7% | $12,068-97.0% | $12,624-97.1% |