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 | $29,652 | $76,552-61.3% | $123,892-76.1% | $62,891-52.9% |
| Participation rate | 60.4% | 73.0%-12.6pp | 81.4%-21.0pp | 69.3%-8.9pp |
| Annual return | 9.84% | 18.68%-8.8pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,193 | $2,883-58.6% | $4,617-74.2% | $2,281-47.7% |
| Participant deferral / active EE | $2,053 | $4,840-57.6% | $5,984-65.7% | $3,203-35.9% |
| Admin fee / account holder | $1,936 | $4,826-59.9% | $8,357-76.8% | $4,296-54.9% |