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 | $38,676 | $77,899-50.4% | $149,673-74.2% | $75,163-48.5% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 18.11% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,276 | $3,137+4.4% | $4,818-32.0% | $2,670+22.7% |
| Participant deferral / active EE | $1,780 | $3,411-47.8% | $5,680-68.7% | $4,125-56.8% |
| Admin fee / account holder | $1,266 | $5,956-78.7% | $13,210-90.4% | $5,651-77.6% |