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 | $56,102 | $91,190-38.5% | $178,490-68.6% | $79,858-29.7% |
| Participation rate | 66.1% | 69.2%-3.1pp | 81.9%-15.8pp | 69.6%-3.5pp |
| Annual return | 15.15% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,494 | $3,256-54.1% | $5,011-70.2% | $2,471-39.5% |
| Participant deferral / active EE | $2,715 | $3,236-16.1% | $5,202-47.8% | $3,740-27.4% |
| Admin fee / account holder | $570 | $6,751-91.6% | $13,984-95.9% | $5,306-89.3% |