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 | $55,584 | $72,277-23.1% | $101,248-45.1% | $79,858-30.4% |
| Participation rate | 29.6% | 68.5%-38.8pp | 75.8%-46.2pp | 69.6%-40.0pp |
| Annual return | 17.49% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,230 | $2,692-54.3% | $3,660-66.4% | $2,471-50.2% |
| Participant deferral / active EE | $1,884 | $3,282-42.6% | $4,370-56.9% | $3,740-49.6% |
| Admin fee / account holder | $775 | $4,400-82.4% | $5,945-87.0% | $5,306-85.4% |