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 | $70,060 | $56,110+24.9% | $94,993-26.2% | $70,131-0.1% |
| Participation rate | 37.1% | 65.0%-27.9pp | 73.9%-36.7pp | 69.5%-32.4pp |
| Annual return | 21.25% | 51.02%-29.8pp | 27.12%-5.9pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,065 | $1,442-26.2% | $2,603-59.1% | $2,342-54.5% |
| Participant deferral / active EE | $2,256 | $2,391-5.6% | $3,317-32.0% | $3,332-32.3% |
| Admin fee / account holder | $1,076 | $3,456-68.9% | $4,960-78.3% | $4,645-76.8% |