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 | $31,300 | $59,839-47.7% | $81,983-61.8% | $79,858-60.8% |
| Participation rate | 56.7% | 61.6%-5.0pp | 69.2%-12.6pp | 69.6%-13.0pp |
| Annual return | 14.59% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,199 | $1,713-30.1% | $2,498-52.0% | $2,471-51.5% |
| Participant deferral / active EE | $1,223 | $2,695-54.6% | $3,722-67.1% | $3,740-67.3% |
| Admin fee / account holder | $3,039 | $4,287-29.1% | $5,664-46.4% | $5,306-42.7% |