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 | $48,840 | $63,764-23.4% | $81,930-40.4% | $79,858-38.8% |
| Participation rate | 62.8% | 67.5%-4.7pp | 72.0%-9.2pp | 69.6%-6.8pp |
| Annual return | 13.68% | 22.66%-9.0pp | 29.49%-15.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,290 | $1,795-28.1% | $4,310-70.1% | $2,471-47.8% |
| Participant deferral / active EE | $1,965 | $2,780-29.3% | $7,107-72.3% | $3,740-47.5% |
| Admin fee / account holder | $844 | $4,426-80.9% | $5,158-83.6% | $5,306-84.1% |