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 | $29,179 | $65,365-55.4% | $92,893-68.6% | $72,985-60.0% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 19.32% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,475 | $2,594-43.1% | $3,653-59.6% | $2,440-39.5% |
| Participant deferral / active EE | $2,837 | $3,128-9.3% | $4,236-33.0% | $3,607-21.4% |
| Admin fee / account holder | $1,971 | $4,251-53.6% | $5,794-66.0% | $5,124-61.5% |