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 | $59,382 | $72,012-17.5% | $185,823-68.0% | $79,858-25.6% |
| Participation rate | 50.0% | 65.8%-15.8pp | 78.0%-28.0pp | 69.6%-19.6pp |
| Annual return | 21.09% | 23.12%-2.0pp | 35.95%-14.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,241 | $1,965-36.8% | $4,087-69.6% | $2,471-49.8% |
| Participant deferral / active EE | $2,086 | $3,779-44.8% | $5,632-63.0% | $3,740-44.2% |
| Admin fee / account holder | $1,019 | $4,513-77.4% | $9,500-89.3% | $5,306-80.8% |