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 | $33,821 | $52,279-35.3% | $89,391-62.2% | $79,858-57.6% |
| Participation rate | 56.8% | 57.5%-0.7pp | 68.0%-11.2pp | 69.6%-12.8pp |
| Annual return | 19.89% | 22.16%-2.3pp | 245.62%-225.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,190 | $1,572-24.3% | $2,586-54.0% | $2,471-51.8% |
| Participant deferral / active EE | $1,787 | $2,740-34.8% | $3,890-54.1% | $3,740-52.2% |
| Admin fee / account holder | $802 | $3,356-76.1% | $4,881-83.6% | $5,306-84.9% |