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 | $31,976 | $55,706-42.6% | $75,886-57.9% | $72,985-56.2% |
| Participation rate | 49.4% | 61.1%-11.7pp | 69.3%-19.9pp | 69.5%-20.1pp |
| Annual return | 17.95% | 27.59%-9.6pp | 30.76%-12.8pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,027 | $1,687-39.1% | $2,500-58.9% | $2,440-57.9% |
| Participant deferral / active EE | $1,521 | $2,634-42.2% | $3,603-57.8% | $3,607-57.8% |
| Admin fee / account holder | $3,482 | $3,978-12.5% | $5,418-35.7% | $5,124-32.0% |