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 | $55,624 | $81,460-31.7% | $103,333-46.2% | $80,856-31.2% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 13.06% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,192 | $3,105-61.6% | $3,868-69.2% | $2,755-56.7% |
| Participant deferral / active EE | $1,814 | $3,869-53.1% | $5,057-64.1% | $4,296-57.8% |
| Admin fee / account holder | $3,786 | $6,566-42.3% | $8,355-54.7% | $6,918-45.3% |