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 | $21,257 | $46,869-54.6% | $122,332-82.6% | $70,131-69.7% |
| Participation rate | 68.9% | 58.2%+10.7pp | 71.6%-2.8pp | 69.5%-0.7pp |
| Annual return | 14.93% | 24.22%-9.3pp | 30.27%-15.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,070 | $1,288-16.9% | $4,050-73.6% | $2,342-54.3% |
| Participant deferral / active EE | $1,933 | $2,166-10.8% | $3,287-41.2% | $3,332-42.0% |
| Admin fee / account holder | $890 | $3,322-73.2% | $5,478-83.8% | $4,645-80.8% |