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 | $58,194 | $89,753-35.2% | $107,525-45.9% | $84,808-31.4% |
| Participation rate | 49.4% | 68.1%-18.7pp | 75.1%-25.7pp | 68.3%-19.0pp |
| Annual return | 19.11% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,460 | $3,113-53.1% | $3,754-61.1% | $2,631-44.5% |
| Participant deferral / active EE | $2,906 | $4,056-28.4% | $5,116-43.2% | $4,212-31.0% |
| Admin fee / account holder | $1,049 | $7,222-85.5% | $8,919-88.2% | $7,344-85.7% |