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 | $59,255 | $65,365-9.3% | $92,893-36.2% | $72,985-18.8% |
| Participation rate | 45.9% | 68.3%-22.4pp | 76.0%-30.1pp | 69.5%-23.5pp |
| Annual return | 18.70% | 42.10%-23.4pp | 109.41%-90.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,227 | $2,594-52.7% | $3,653-66.4% | $2,440-49.7% |
| Participant deferral / active EE | $3,303 | $3,128+5.6% | $4,236-22.0% | $3,607-8.4% |
| Admin fee / account holder | $6,265 | $4,251+47.4% | $5,794+8.1% | $5,124+22.3% |