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 | $75,557 | $91,190-17.1% | $178,490-57.7% | $79,858-5.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 18.61% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,102 | $3,256-66.2% | $5,011-78.0% | $2,471-55.4% |
| Participant deferral / active EE | $1,374 | $3,236-57.5% | $5,202-73.6% | $3,740-63.3% |
| Admin fee / account holder | $2,839 | $6,751-58.0% | $13,984-79.7% | $5,306-46.5% |