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 | $60,841 | $91,552-33.5% | $133,956-54.6% | $79,858-23.8% |
| Participation rate | 67.4% | 73.3%-5.9pp | 79.8%-12.4pp | 69.6%-2.2pp |
| Annual return | 14.03% | 61.85%-47.8pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,150 | $2,384-51.7% | $3,919-70.6% | $2,471-53.4% |
| Participant deferral / active EE | $1,988 | $3,733-46.8% | $5,048-60.6% | $3,740-46.8% |
| Admin fee / account holder | $1,658 | $6,321-73.8% | $8,927-81.4% | $5,306-68.8% |