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 | $72,005 | $91,190-21.0% | $178,490-59.7% | $79,858-9.8% |
| Participation rate | 43.2% | 69.2%-26.0pp | 81.9%-38.7pp | 69.6%-26.4pp |
| Annual return | 29.90% | 24.19%+5.7pp | 151.07%-121.2pp | 31.71%-1.8pp |
| Employer contribution / active EE | $2,000 | $3,256-38.6% | $5,011-60.1% | $2,471-19.1% |
| Participant deferral / active EE | $3,178 | $3,236-1.8% | $5,202-38.9% | $3,740-15.0% |
| Admin fee / account holder | $3,861 | $6,751-42.8% | $13,984-72.4% | $5,306-27.2% |