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 | $35,648 | $81,248-56.1% | $155,509-77.1% | $80,856-55.9% |
| Participation rate | 54.1% | 66.2%-12.2pp | 78.2%-24.1pp | 67.6%-13.6pp |
| Annual return | 15.14% | 33.31%-18.2pp | 64.67%-49.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,493 | $3,100-51.8% | $4,672-68.0% | $2,755-45.8% |
| Participant deferral / active EE | $2,491 | $3,452-27.8% | $5,626-55.7% | $4,296-42.0% |
| Admin fee / account holder | $689 | $7,997-91.4% | $15,912-95.7% | $6,918-90.0% |