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 | $68,691 | $81,248-15.5% | $155,509-55.8% | $80,856-15.0% |
| Participation rate | 47.4% | 66.2%-18.9pp | 78.2%-30.8pp | 67.6%-20.3pp |
| Annual return | 12.32% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,415 | $3,100-54.4% | $4,672-69.7% | $2,755-48.6% |
| Participant deferral / active EE | $2,559 | $3,452-25.9% | $5,626-54.5% | $4,296-40.4% |
| Admin fee / account holder | $7,807 | $7,997-2.4% | $15,912-50.9% | $6,918+12.8% |