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 | $49,134 | $64,324-23.6% | $118,925-58.7% | $79,858-38.5% |
| Participation rate | 61.5% | 64.9%-3.3pp | 75.4%-13.8pp | 69.6%-8.1pp |
| Annual return | 13.40% | 86.45%-73.1pp | 35.88%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $618 | $1,836-66.4% | $3,263-81.1% | $2,471-75.0% |
| Participant deferral / active EE | $1,711 | $2,824-39.4% | $4,265-59.9% | $3,740-54.3% |
| Admin fee / account holder | $4,200 | $4,040+4.0% | $6,581-36.2% | $5,306-20.8% |