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 | $51,459 | $91,190-43.6% | $178,490-71.2% | $79,858-35.6% |
| Participation rate | 64.2% | 69.2%-5.0pp | 81.9%-17.7pp | 69.6%-5.4pp |
| Annual return | 16.21% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,165 | $3,256-64.2% | $5,011-76.7% | $2,471-52.8% |
| Participant deferral / active EE | $2,333 | $3,236-27.9% | $5,202-55.2% | $3,740-37.6% |
| Admin fee / account holder | $3,406 | $6,751-49.5% | $13,984-75.6% | $5,306-35.8% |