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 | $55,522 | $104,974-47.1% | $95,585-41.9% | $142,382-61.0% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.1%-7.1pp | 80.1%-15.1pp |
| Annual return | 13.91% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,836 | $2,779-33.9% | $2,527-27.3% | $4,299-57.3% |
| Participant deferral / active EE | $2,256 | $4,352-48.2% | $4,023-43.9% | $6,507-65.3% |
| Admin fee / account holder | $1,806 | $6,386-71.7% | $6,127-70.5% | $12,624-85.7% |