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 | $55,185 | $64,480-14.4% | $81,382-32.2% | $80,856-31.7% |
| Participation rate | 58.7% | 63.9%-5.1pp | 69.5%-10.8pp | 67.6%-8.9pp |
| Annual return | 13.94% | 16.34%-2.4pp | 24.73%-10.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,174 | $1,978-40.6% | $2,463-52.3% | $2,755-57.4% |
| Participant deferral / active EE | $2,307 | $3,094-25.4% | $3,883-40.6% | $4,296-46.3% |
| Admin fee / account holder | $3,588 | $5,671-36.7% | $5,768-37.8% | $6,918-48.1% |