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 | $32,133 | $66,402-51.6% | $109,895-70.8% | $85,850-62.6% |
| Participation rate | 58.8% | 63.9%-5.0pp | 74.2%-15.4pp | 69.3%-10.5pp |
| Annual return | 17.64% | 19.59%-2.0pp | 29.45%-11.8pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,119 | $1,687-33.7% | $2,842-60.6% | $2,565-56.4% |
| Participant deferral / active EE | $1,849 | $2,842-34.9% | $4,048-54.3% | $3,952-53.2% |
| Admin fee / account holder | $318 | $4,557-93.0% | $6,066-94.8% | $6,260-94.9% |