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 | $29,188 | $65,365-55.3% | $92,893-68.6% | $72,985-60.0% |
| Participation rate | 41.5% | 68.3%-26.9pp | 76.0%-34.5pp | 69.5%-28.0pp |
| Annual return | 19.74% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,068 | $2,594-58.8% | $3,653-70.8% | $2,440-56.2% |
| Participant deferral / active EE | $2,182 | $3,128-30.3% | $4,236-48.5% | $3,607-39.5% |
| Admin fee / account holder | $8,044 | $4,251+89.2% | $5,794+38.8% | $5,124+57.0% |