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 | $39,395 | $73,787-46.6% | $98,716-60.1% | $82,448-52.2% |
| Participation rate | 48.1% | 61.4%-13.3pp | 69.3%-21.1pp | 68.1%-19.9pp |
| Annual return | 14.61% | 18.57%-4.0pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,075 | $1,511-28.9% | $2,279-52.8% | $2,551-57.9% |
| Participant deferral / active EE | $1,907 | $3,081-38.1% | $4,048-52.9% | $4,139-53.9% |
| Admin fee / account holder | $4,784 | $6,500-26.4% | $8,703-45.0% | $7,234-33.9% |