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 | $32,260 | $86,929-62.9% | $102,423-68.5% | $80,856-60.1% |
| Participation rate | 63.4% | 72.4%-9.0pp | 76.5%-13.1pp | 67.6%-4.2pp |
| Annual return | 14.14% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,266 | $2,369-46.6% | $3,023-58.1% | $2,755-54.1% |
| Participant deferral / active EE | $2,202 | $4,118-46.5% | $5,053-56.4% | $4,296-48.7% |
| Admin fee / account holder | $1,338 | $8,049-83.4% | $9,451-85.8% | $6,918-80.7% |