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 | $53,118 | $138,347-61.6% | $184,203-71.2% | $80,856-34.3% |
| Participation rate | 58.6% | 83.9%-25.3pp | 86.8%-28.2pp | 67.6%-9.0pp |
| Annual return | 12.31% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,729 | $4,850-64.3% | $6,427-73.1% | $2,755-37.2% |
| Participant deferral / active EE | $3,860 | $7,071-45.4% | $9,131-57.7% | $4,296-10.1% |
| Admin fee / account holder | $7,391 | $10,483-29.5% | $13,901-46.8% | $6,918+6.8% |