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 | $26,732 | $65,365-59.1% | $92,893-71.2% | $72,985-63.4% |
| Participation rate | 45.7% | 68.3%-22.7pp | 76.0%-30.4pp | 69.5%-23.8pp |
| Annual return | 24.47% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,172 | $2,594-54.8% | $3,653-67.9% | $2,440-52.0% |
| Participant deferral / active EE | $2,207 | $3,128-29.4% | $4,236-47.9% | $3,607-38.8% |
| Admin fee / account holder | $1,769 | $4,251-58.4% | $5,794-69.5% | $5,124-65.5% |