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 | $62,248 | $86,286-27.9% | $111,297-44.1% | $85,850-27.5% |
| Participation rate | 42.3% | 73.3%-31.0pp | 77.3%-35.0pp | 69.3%-27.0pp |
| Annual return | 13.22% | 19.99%-6.8pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,049 | $2,043-48.7% | $2,731-61.6% | $2,565-59.1% |
| Participant deferral / active EE | $1,956 | $3,641-46.3% | $4,487-56.4% | $3,952-50.5% |
| Admin fee / account holder | $6,891 | $8,188-15.8% | $7,964-13.5% | $6,260+10.1% |