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 | $57,685 | $76,552-24.6% | $123,892-53.4% | $62,891-8.3% |
| Participation rate | 27.9% | 73.0%-45.1pp | 81.4%-53.5pp | 69.3%-41.4pp |
| Annual return | 7.46% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,465 | $2,883-49.2% | $4,617-68.3% | $2,281-35.8% |
| Participant deferral / active EE | $2,110 | $4,840-56.4% | $5,984-64.7% | $3,203-34.1% |
| Admin fee / account holder | $5,426 | $4,826+12.4% | $8,357-35.1% | $4,296+26.3% |