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 | $52,136 | $65,365-20.2% | $92,893-43.9% | $72,985-28.6% |
| Participation rate | 30.9% | 68.3%-37.4pp | 76.0%-45.1pp | 69.5%-38.6pp |
| Annual return | 19.84% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,098 | $2,594-57.7% | $3,653-69.9% | $2,440-55.0% |
| Participant deferral / active EE | $1,951 | $3,128-37.6% | $4,236-53.9% | $3,607-45.9% |
| Admin fee / account holder | $1,459 | $4,251-65.7% | $5,794-74.8% | $5,124-71.5% |