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 | $46,130 | $65,365-29.4% | $92,893-50.3% | $72,985-36.8% |
| Participation rate | 66.0% | 68.3%-2.3pp | 76.0%-10.0pp | 69.5%-3.5pp |
| Annual return | 23.33% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,527 | $2,594-41.1% | $3,653-58.2% | $2,440-37.4% |
| Participant deferral / active EE | $2,968 | $3,128-5.1% | $4,236-29.9% | $3,607-17.7% |
| Admin fee / account holder | $3,682 | $4,251-13.4% | $5,794-36.4% | $5,124-28.1% |