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 | $29,105 | $54,541-46.6% | $78,778-63.1% | $70,131-58.5% |
| Participation rate | 27.8% | 60.8%-33.0pp | 69.2%-41.4pp | 69.5%-41.8pp |
| Annual return | 15.24% | 21.07%-5.8pp | 35.62%-20.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,155 | $1,089+6.1% | $1,986-41.8% | $2,342-50.7% |
| Participant deferral / active EE | $2,032 | $2,210-8.1% | $2,958-31.3% | $3,332-39.0% |
| Admin fee / account holder | $1,829 | $3,709-50.7% | $5,134-64.4% | $4,645-60.6% |