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 | $66,051 | $88,634-25.5% | $101,326-34.8% | $74,304-11.1% |
| Participation rate | 53.0% | 76.9%-23.9pp | 81.5%-28.5pp | 60.3%-7.4pp |
| Annual return | 21.00% | 33.10%-12.1pp | 36.82%-15.8pp | 29.43%-8.4pp |
| Employer contribution / active EE | $1,947 | $2,930-33.6% | $3,665-46.9% | $2,241-13.1% |
| Participant deferral / active EE | $4,030 | $7,322-45.0% | $7,994-49.6% | $3,767+7.0% |
| Admin fee / account holder | $4,443 | $2,425+83.2% | $11,185-60.3% | $2,969+49.7% |