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 | $29,668 | $63,861-53.5% | $104,607-71.6% | $79,858-62.8% |
| Participation rate | 49.1% | 64.9%-15.9pp | 74.1%-25.0pp | 69.6%-20.6pp |
| Annual return | 15.74% | 21.30%-5.6pp | 340.46%-324.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,191 | $1,588-25.0% | $2,681-55.6% | $2,471-51.8% |
| Participant deferral / active EE | $1,423 | $2,693-47.2% | $3,740-61.9% | $3,740-61.9% |
| Admin fee / account holder | $1,011 | $4,185-75.8% | $6,473-84.4% | $5,306-81.0% |