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 | $34,523 | $81,248-57.5% | $155,509-77.8% | $80,856-57.3% |
| Participation rate | 65.1% | 66.2%-1.2pp | 78.2%-13.1pp | 67.6%-2.6pp |
| Annual return | 13.20% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,133 | $3,100-63.5% | $4,672-75.8% | $2,755-58.9% |
| Participant deferral / active EE | $2,105 | $3,452-39.0% | $5,626-62.6% | $4,296-51.0% |
| Admin fee / account holder | $4,604 | $7,997-42.4% | $15,912-71.1% | $6,918-33.4% |