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 | $59,285 | $81,460-27.2% | $103,333-42.6% | $80,856-26.7% |
| Participation rate | 65.0% | 66.8%-1.8pp | 74.5%-9.5pp | 67.6%-2.6pp |
| Annual return | 11.07% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,646 | $3,105-47.0% | $3,868-57.4% | $2,755-40.2% |
| Participant deferral / active EE | $3,329 | $3,869-14.0% | $5,057-34.2% | $4,296-22.5% |
| Admin fee / account holder | $2,929 | $6,566-55.4% | $8,355-64.9% | $6,918-57.7% |