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 | $36,293 | $68,914-47.3% | $136,749-73.5% | $74,304-51.2% |
| Participation rate | 51.3% | 51.3%0pp | 72.1%-20.8pp | 60.3%-9.1pp |
| Annual return | 18.94% | 16.34%+2.6pp | 24.33%-5.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,234 | $1,561-21.0% | $3,400-63.7% | $2,241-45.0% |
| Participant deferral / active EE | $2,047 | $2,541-19.4% | $4,692-56.4% | $3,767-45.7% |
| Admin fee / account holder | $1,546 | $3,149-50.9% | $11,386-86.4% | $2,969-47.9% |