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 | $36,328 | $65,365-44.4% | $92,893-60.9% | $72,985-50.2% |
| Participation rate | 59.3% | 68.3%-9.1pp | 76.0%-16.7pp | 69.5%-10.2pp |
| Annual return | 22.68% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,359 | $2,594-47.6% | $3,653-62.8% | $2,440-44.3% |
| Participant deferral / active EE | $2,525 | $3,128-19.3% | $4,236-40.4% | $3,607-30.0% |
| Admin fee / account holder | $1,127 | $4,251-73.5% | $5,794-80.6% | $5,124-78.0% |