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 | $30,249 | $81,460-62.9% | $103,333-70.7% | $80,856-62.6% |
| Participation rate | 59.4% | 66.8%-7.5pp | 74.5%-15.1pp | 67.6%-8.3pp |
| Annual return | 15.14% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,384 | $3,105-23.2% | $3,868-38.4% | $2,755-13.5% |
| Participant deferral / active EE | $2,236 | $3,869-42.2% | $5,057-55.8% | $4,296-48.0% |
| Admin fee / account holder | $1,686 | $6,566-74.3% | $8,355-79.8% | $6,918-75.6% |