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 | $56,268 | $108,825-48.3% | $156,181-64.0% | $82,448-31.8% |
| Participation rate | 47.5% | 72.4%-24.8pp | 78.8%-31.3pp | 68.1%-20.5pp |
| Annual return | 13.67% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,416 | $2,870-50.7% | $4,294-67.0% | $2,551-44.5% |
| Participant deferral / active EE | $2,896 | $4,577-36.7% | $6,132-52.8% | $4,139-30.0% |
| Admin fee / account holder | $1,088 | $9,341-88.4% | $14,586-92.5% | $7,234-85.0% |