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 | $56,109 | $101,724-44.8% | $164,813-66.0% | $80,856-30.6% |
| Participation rate | 51.7% | 71.8%-20.1pp | 78.6%-26.9pp | 67.6%-15.9pp |
| Annual return | 15.52% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,718 | $2,953-41.8% | $4,341-60.4% | $2,755-37.6% |
| Participant deferral / active EE | $2,072 | $4,477-53.7% | $6,031-65.6% | $4,296-51.8% |
| Admin fee / account holder | $3,054 | $8,227-62.9% | $12,690-75.9% | $6,918-55.9% |