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 | $46,320 | $101,724-54.5% | $164,813-71.9% | $80,856-42.7% |
| Participation rate | 65.8% | 71.8%-6.1pp | 78.6%-12.9pp | 67.6%-1.9pp |
| Annual return | 11.97% | 16.72%-4.7pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,479 | $2,953-49.9% | $4,341-65.9% | $2,755-46.3% |
| Participant deferral / active EE | $2,722 | $4,477-39.2% | $6,031-54.9% | $4,296-36.6% |
| Admin fee / account holder | $2,717 | $8,227-67.0% | $12,690-78.6% | $6,918-60.7% |