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 | $61,820 | $65,365-5.4% | $92,893-33.5% | $72,985-15.3% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.0%-46.0pp | 69.5%-39.5pp |
| Annual return | 23.46% | 42.10%-18.6pp | 109.41%-86.0pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,054 | $2,594-59.4% | $3,653-71.1% | $2,440-56.8% |
| Participant deferral / active EE | $2,889 | $3,128-7.7% | $4,236-31.8% | $3,607-19.9% |
| Admin fee / account holder | $1,985 | $4,251-53.3% | $5,794-65.7% | $5,124-61.3% |