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 | $35,509 | $76,670-53.7% | $96,683-63.3% | $71,457-50.3% |
| Participation rate | 27.0% | 66.6%-39.6pp | 74.3%-47.4pp | 67.9%-40.9pp |
| Annual return | 16.89% | 48.29%-31.4pp | 35.69%-18.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,041 | $3,031-65.7% | $3,737-72.1% | $2,588-59.8% |
| Participant deferral / active EE | $1,739 | $3,771-53.9% | $4,878-64.3% | $4,289-59.4% |
| Admin fee / account holder | $4,894 | $2,028+141.3% | $6,730-27.3% | $1,587+208.3% |