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 | $29,590 | $127,065-76.7% | $113,168-73.9% | $142,382-79.2% |
| Participation rate | 54.2% | 79.2%-25.0pp | 76.6%-22.4pp | 80.1%-26.0pp |
| Annual return | 17.57% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,448 | $3,442-57.9% | $2,975-51.3% | $4,299-66.3% |
| Participant deferral / active EE | $5,095 | $5,716-10.9% | $5,107-0.2% | $6,507-21.7% |
| Admin fee / account holder | $2,748 | $15,736-82.5% | $12,068-77.2% | $12,624-78.2% |