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 | $24,069 | $59,839-59.8% | $81,983-70.6% | $79,858-69.9% |
| Participation rate | 62.2% | 61.6%+0.5pp | 69.2%-7.1pp | 69.6%-7.5pp |
| Annual return | 16.57% | 17.56%-1.0pp | 41.31%-24.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,312 | $1,713-23.4% | $2,498-47.5% | $2,471-46.9% |
| Participant deferral / active EE | $2,236 | $2,695-17.0% | $3,722-39.9% | $3,740-40.2% |
| Admin fee / account holder | $2,475 | $4,287-42.3% | $5,664-56.3% | $5,306-53.4% |