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 | $63,415 | $83,369-23.9% | $105,223-39.7% | $67,986-6.7% |
| Participation rate | 32.8% | 56.3%-23.5pp | 75.0%-42.2pp | 57.2%-24.4pp |
| Annual return | 14.77% | 24.64%-9.9pp | 180.65%-165.9pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,141 | $2,541-55.1% | $3,689-69.1% | $2,019-43.5% |
| Participant deferral / active EE | $1,633 | $3,295-50.5% | $5,072-67.8% | $3,358-51.4% |
| Admin fee / account holder | $3,326 | $4,073-18.3% | $8,859-62.5% | $3,203+3.8% |