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 | $55,785 | $80,138-30.4% | $130,231-57.2% | $71,457-21.9% |
| Participation rate | 52.3% | 71.0%-18.7pp | 76.3%-24.0pp | 67.9%-15.6pp |
| Annual return | 16.69% | 16.81%-0.1pp | 38.77%-22.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,374 | $2,834-51.5% | $4,126-66.7% | $2,588-46.9% |
| Participant deferral / active EE | $3,007 | $4,641-35.2% | $6,799-55.8% | $4,289-29.9% |
| Admin fee / account holder | $794 | $1,035-23.3% | $6,020-86.8% | $1,587-50.0% |