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 | $58,673 | $72,492-19.1% | $87,100-32.6% | $72,985-19.6% |
| Participation rate | 50.7% | 72.8%-22.1pp | 76.9%-26.2pp | 69.5%-18.8pp |
| Annual return | 23.31% | 24.46%-1.1pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,050 | $1,894-44.5% | $2,521-58.3% | $2,440-56.9% |
| Participant deferral / active EE | $2,222 | $3,270-32.0% | $4,049-45.1% | $3,607-38.4% |
| Admin fee / account holder | $2,112 | $5,055-58.2% | $7,497-71.8% | $5,124-58.8% |