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 | $27,059 | $48,046-43.7% | $84,611-68.0% | $72,985-62.9% |
| Participation rate | 54.8% | 57.6%-2.7pp | 68.2%-13.4pp | 69.5%-14.6pp |
| Annual return | 31.90% | 37.38%-5.5pp | 258.74%-226.8pp | 81.00%-49.1pp |
| Employer contribution / active EE | $1,345 | $1,602-16.0% | $2,652-49.3% | $2,440-44.9% |
| Participant deferral / active EE | $2,605 | $2,680-2.8% | $3,899-33.2% | $3,607-27.8% |
| Admin fee / account holder | $407 | $3,395-88.0% | $4,912-91.7% | $5,124-92.1% |