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 | $30,859 | $63,355-51.3% | $91,989-66.5% | $72,985-57.7% |
| Participation rate | 53.0% | 72.5%-19.5pp | 78.6%-25.6pp | 69.5%-16.5pp |
| Annual return | 22.61% | 35.35%-12.7pp | 69.02%-46.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,403 | $2,116-33.7% | $3,452-59.4% | $2,440-42.5% |
| Participant deferral / active EE | $2,521 | $4,883-48.4% | $5,923-57.4% | $3,607-30.1% |
| Admin fee / account holder | $3,335 | $4,668-28.6% | $7,743-56.9% | $5,124-34.9% |