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 | $26,840 | $54,762-51.0% | $90,281-70.3% | $72,985-63.2% |
| Participation rate | 54.7% | 65.1%-10.4pp | 73.3%-18.6pp | 69.5%-14.8pp |
| Annual return | 23.94% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,482 | $2,092-29.2% | $2,854-48.1% | $2,440-39.3% |
| Participant deferral / active EE | $1,606 | $2,887-44.4% | $3,885-58.7% | $3,607-55.5% |
| Admin fee / account holder | $894 | $3,972-77.5% | $5,351-83.3% | $5,124-82.6% |