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 | $52,836 | $65,246-19.0% | $98,716-46.5% | $67,986-22.3% |
| Participation rate | 40.5% | 51.4%-10.9pp | 69.3%-28.8pp | 57.2%-16.7pp |
| Annual return | 15.10% | 20.58%-5.5pp | 31.81%-16.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,401 | $1,042+34.5% | $2,279-38.5% | $2,019-30.6% |
| Participant deferral / active EE | $2,371 | $2,594-8.6% | $4,048-41.4% | $3,358-29.4% |
| Admin fee / account holder | $3,061 | $4,561-32.9% | $8,703-64.8% | $3,203-4.4% |