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 | $58,886 | $72,012-18.2% | $185,823-68.3% | $79,858-26.3% |
| Participation rate | 28.9% | 65.8%-36.8pp | 78.0%-49.1pp | 69.6%-40.7pp |
| Annual return | 13.34% | 23.12%-9.8pp | 35.95%-22.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,231 | $1,965-37.4% | $4,087-69.9% | $2,471-50.2% |
| Participant deferral / active EE | $3,103 | $3,779-17.9% | $5,632-44.9% | $3,740-17.0% |
| Admin fee / account holder | $7,893 | $4,513+74.9% | $9,500-16.9% | $5,306+48.7% |