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 | $44,542 | $76,670-41.9% | $96,683-53.9% | $71,457-37.7% |
| Participation rate | 60.2% | 66.6%-6.4pp | 74.3%-14.2pp | 67.9%-7.7pp |
| Annual return | 19.22% | 48.29%-29.1pp | 35.69%-16.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,735 | $3,031-42.8% | $3,737-53.6% | $2,588-33.0% |
| Participant deferral / active EE | $3,441 | $3,771-8.8% | $4,878-29.5% | $4,289-19.8% |
| Admin fee / account holder | $1,977 | $2,028-2.5% | $6,730-70.6% | $1,587+24.5% |