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 | $67,586 | $109,881-38.5% | $150,045-55.0% | $84,808-20.3% |
| Participation rate | 41.4% | 76.1%-34.7pp | 82.3%-40.9pp | 68.3%-26.9pp |
| Annual return | 14.90% | 28.25%-13.3pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,570 | $3,561-55.9% | $4,693-66.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,391 | $6,636-48.9% | $7,997-57.6% | $4,212-19.5% |
| Admin fee / account holder | $2,124 | $8,568-75.2% | $13,435-84.2% | $7,344-71.1% |