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 | $69,455 | $101,618-31.7% | $93,063-25.4% | $137,256-49.4% |
| Participation rate | 57.9% | 74.9%-17.0pp | 72.1%-14.2pp | 80.0%-22.1pp |
| Annual return | 17.02% | 223.95%-206.9pp | 34.15%-17.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,046 | $2,707-61.4% | $2,476-57.8% | $4,156-74.8% |
| Participant deferral / active EE | $2,474 | $4,279-42.2% | $3,958-37.5% | $6,407-61.4% |
| Admin fee / account holder | $526 | $6,198-91.5% | $6,033-91.3% | $12,270-95.7% |