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 | $35,298 | $69,515-49.2% | $86,874-59.4% | $85,850-58.9% |
| Participation rate | 31.0% | 66.3%-35.3pp | 71.6%-40.6pp | 69.3%-38.3pp |
| Annual return | 14.29% | 20.12%-5.8pp | 63.52%-49.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,070 | $1,880-43.1% | $2,495-57.1% | $2,565-58.3% |
| Participant deferral / active EE | $1,673 | $2,919-42.7% | $3,699-54.8% | $3,952-57.7% |
| Admin fee / account holder | $2,142 | $5,972-64.1% | $5,828-63.2% | $6,260-65.8% |