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 | $66,098-20.1% | $101,794-48.1% | $74,304-28.9% |
| Participation rate | 40.5% | 53.8%-13.2pp | 69.2%-28.6pp | 60.3%-19.8pp |
| Annual return | 15.10% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,401 | $1,082+29.6% | $2,289-38.8% | $2,241-37.5% |
| Participant deferral / active EE | $2,371 | $2,781-14.8% | $4,084-42.0% | $3,767-37.1% |
| Admin fee / account holder | $3,061 | $4,146-26.2% | $8,777-65.1% | $2,969+3.1% |