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 | $36,937 | $65,365-43.5% | $92,893-60.2% | $72,985-49.4% |
| Participation rate | 51.2% | 68.3%-17.2pp | 76.0%-24.8pp | 69.5%-18.3pp |
| Annual return | 22.99% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,161 | $2,594-55.3% | $3,653-68.2% | $2,440-52.4% |
| Participant deferral / active EE | $3,072 | $3,128-1.8% | $4,236-27.5% | $3,607-14.8% |
| Admin fee / account holder | $1,456 | $4,251-65.7% | $5,794-74.9% | $5,124-71.6% |