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 | $66,140 | $86,944-23.9% | $107,525-38.5% | $74,304-11.0% |
| Participation rate | 31.1% | 59.6%-28.4pp | 75.1%-44.0pp | 60.3%-29.2pp |
| Annual return | 17.49% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,080 | $2,757-60.8% | $3,754-71.2% | $2,241-51.8% |
| Participant deferral / active EE | $1,822 | $3,554-48.7% | $5,116-64.4% | $3,767-51.6% |
| Admin fee / account holder | $936 | $3,727-74.9% | $8,919-89.5% | $2,969-68.5% |