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 | $53,564 | $101,724-47.3% | $164,813-67.5% | $80,856-33.8% |
| Participation rate | 35.7% | 71.8%-36.1pp | 78.6%-42.9pp | 67.6%-31.9pp |
| Annual return | 11.23% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,312 | $2,953-55.6% | $4,341-69.8% | $2,755-52.4% |
| Participant deferral / active EE | $3,466 | $4,477-22.6% | $6,031-42.5% | $4,296-19.3% |
| Admin fee / account holder | $2,522 | $8,227-69.4% | $12,690-80.1% | $6,918-63.5% |