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 | $41,666 | $72,012-42.1% | $185,823-77.6% | $79,858-47.8% |
| Participation rate | 63.6% | 65.8%-2.1pp | 78.0%-14.4pp | 69.6%-6.0pp |
| Annual return | 14.66% | 23.12%-8.5pp | 35.95%-21.3pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,463 | $1,965-25.5% | $4,087-64.2% | $2,471-40.8% |
| Participant deferral / active EE | $2,171 | $3,779-42.5% | $5,632-61.4% | $3,740-41.9% |
| Admin fee / account holder | $5,511 | $4,513+22.1% | $9,500-42.0% | $5,306+3.9% |