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 | $55,547 | $78,422-29.2% | $95,952-42.1% | $79,858-30.4% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 18.16% | 19.37%-1.2pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,455 | $1,945-25.2% | $2,541-42.7% | $2,471-41.1% |
| Participant deferral / active EE | $2,481 | $3,440-27.9% | $4,167-40.5% | $3,740-33.7% |
| Admin fee / account holder | $1,078 | $5,622-80.8% | $6,795-84.1% | $5,306-79.7% |