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 | $38,722 | $95,266-59.4% | $82,389-53.0% | $142,382-72.8% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.5%0pp | 80.1%-10.6pp |
| Annual return | 16.75% | 25.74%-9.0pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,304 | $2,991-56.4% | $2,517-48.2% | $4,299-69.7% |
| Participant deferral / active EE | $1,267 | $4,809-73.6% | $4,155-69.5% | $6,507-80.5% |
| Admin fee / account holder | $1,453 | $8,563-83.0% | $7,231-79.9% | $12,624-88.5% |