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 | $22,090 | $65,365-66.2% | $92,893-76.2% | $72,985-69.7% |
| Participation rate | 45.2% | 68.3%-23.1pp | 76.0%-30.8pp | 69.5%-24.2pp |
| Annual return | 41.55% | 42.10%-0.6pp | 109.41%-67.9pp | 81.00%-39.5pp |
| Employer contribution / active EE | $1,182 | $2,594-54.4% | $3,653-67.6% | $2,440-51.6% |
| Participant deferral / active EE | $1,801 | $3,128-42.4% | $4,236-57.5% | $3,607-50.1% |
| Admin fee / account holder | $1,682 | $4,251-60.4% | $5,794-71.0% | $5,124-67.2% |