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 | $48,523 | $78,422-38.1% | $95,952-49.4% | $79,858-39.2% |
| Participation rate | 51.9% | 73.5%-21.5pp | 77.1%-25.1pp | 69.6%-17.7pp |
| Annual return | 16.81% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,869 | $1,945-3.9% | $2,541-26.5% | $2,471-24.4% |
| Participant deferral / active EE | $3,690 | $3,440+7.3% | $4,167-11.4% | $3,740-1.3% |
| Admin fee / account holder | $4,759 | $5,622-15.3% | $6,795-30.0% | $5,306-10.3% |