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 | $30,091 | $67,411-55.4% | $91,001-66.9% | $70,131-57.1% |
| Participation rate | 62.5% | 71.4%-8.9pp | 75.6%-13.1pp | 69.5%-7.0pp |
| Annual return | 19.22% | -40.16%+59.4pp | 4.60%+14.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,359 | $1,786-23.9% | $2,456-44.6% | $2,342-42.0% |
| Participant deferral / active EE | $2,255 | $2,823-20.1% | $3,547-36.4% | $3,332-32.3% |
| Admin fee / account holder | $2,670 | $4,236-37.0% | $5,417-50.7% | $4,645-42.5% |