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 | $39,699 | $72,277-45.1% | $101,248-60.8% | $79,858-50.3% |
| Participation rate | 46.9% | 68.5%-21.5pp | 75.8%-28.9pp | 69.6%-22.7pp |
| Annual return | 15.73% | 22.30%-6.6pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,328 | $2,692-50.7% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $3,000 | $3,282-8.6% | $4,370-31.3% | $3,740-19.8% |
| Admin fee / account holder | $5,340 | $4,400+21.4% | $5,945-10.2% | $5,306+0.6% |