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 | $45,058 | $64,480-30.1% | $81,382-44.6% | $80,856-44.3% |
| Participation rate | 61.4% | 63.9%-2.5pp | 69.5%-8.1pp | 67.6%-6.3pp |
| Annual return | 13.17% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,269 | $1,978-35.9% | $2,463-48.5% | $2,755-54.0% |
| Participant deferral / active EE | $3,698 | $3,094+19.5% | $3,883-4.8% | $4,296-13.9% |
| Admin fee / account holder | $1,222 | $5,671-78.4% | $5,768-78.8% | $6,918-82.3% |