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 | $28,087 | $72,012-61.0% | $185,823-84.9% | $79,858-64.8% |
| Participation rate | 41.5% | 65.8%-24.3pp | 78.0%-36.5pp | 69.6%-28.1pp |
| Annual return | 20.25% | 23.12%-2.9pp | 35.95%-15.7pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,423 | $1,965-27.6% | $4,087-65.2% | $2,471-42.4% |
| Participant deferral / active EE | $2,304 | $3,779-39.0% | $5,632-59.1% | $3,740-38.4% |
| Admin fee / account holder | $2,364 | $4,513-47.6% | $9,500-75.1% | $5,306-55.5% |