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 | $61,252 | $65,395-6.3% | $182,532-66.4% | $72,985-16.1% |
| Participation rate | 31.0% | 65.4%-34.4pp | 78.0%-46.9pp | 69.5%-38.5pp |
| Annual return | 24.74% | 27.68%-2.9pp | 148.54%-123.8pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,039 | $1,911-45.6% | $4,076-74.5% | $2,440-57.4% |
| Participant deferral / active EE | $1,719 | $3,563-51.8% | $5,524-68.9% | $3,607-52.4% |
| Admin fee / account holder | $707 | $4,245-83.3% | $8,592-91.8% | $5,124-86.2% |