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 | $55,566 | $65,365-15.0% | $92,893-40.2% | $72,985-23.9% |
| Participation rate | 45.3% | 68.3%-23.0pp | 76.0%-30.7pp | 69.5%-24.1pp |
| Annual return | 21.74% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,136 | $2,594-56.2% | $3,653-68.9% | $2,440-53.4% |
| Participant deferral / active EE | $2,273 | $3,128-27.3% | $4,236-46.3% | $3,607-37.0% |
| Admin fee / account holder | $5,146 | $4,251+21.1% | $5,794-11.2% | $5,124+0.4% |