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 | $39,974 | $109,413-63.5% | $156,263-74.4% | $84,808-52.9% |
| Participation rate | 54.2% | 72.7%-18.5pp | 78.9%-24.7pp | 68.3%-14.1pp |
| Annual return | 17.42% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,117 | $2,907-61.6% | $4,333-74.2% | $2,631-57.5% |
| Participant deferral / active EE | $2,016 | $4,590-56.1% | $6,158-67.3% | $4,212-52.1% |
| Admin fee / account holder | $2,958 | $9,357-68.4% | $14,255-79.2% | $7,344-59.7% |