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 | $59,624 | $72,492-17.8% | $87,100-31.5% | $72,985-18.3% |
| Participation rate | 41.2% | 72.8%-31.6pp | 76.9%-35.7pp | 69.5%-28.3pp |
| Annual return | 20.03% | 24.46%-4.4pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,050 | $1,894-44.5% | $2,521-58.3% | $2,440-56.9% |
| Participant deferral / active EE | $2,206 | $3,270-32.5% | $4,049-45.5% | $3,607-38.8% |
| Admin fee / account holder | $3,534 | $5,055-30.1% | $7,497-52.9% | $5,124-31.0% |