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 | $42,659 | $65,365-34.7% | $92,893-54.1% | $72,985-41.6% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.0%-21.7pp | 69.5%-15.1pp |
| Annual return | 19.39% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,162 | $2,594-55.2% | $3,653-68.2% | $2,440-52.4% |
| Participant deferral / active EE | $2,480 | $3,128-20.7% | $4,236-41.4% | $3,607-31.2% |
| Admin fee / account holder | $1,324 | $4,251-68.9% | $5,794-77.1% | $5,124-74.2% |