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 | $54,198 | $65,365-17.1% | $92,893-41.7% | $72,985-25.7% |
| Participation rate | 62.7% | 68.3%-5.6pp | 76.0%-13.3pp | 69.5%-6.7pp |
| Annual return | 17.25% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,022 | $2,594-60.6% | $3,653-72.0% | $2,440-58.1% |
| Participant deferral / active EE | $2,295 | $3,128-26.6% | $4,236-45.8% | $3,607-36.4% |
| Admin fee / account holder | $8,981 | $4,251+111.2% | $5,794+55.0% | $5,124+75.3% |