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 | $24,535 | $49,915-50.8% | $154,803-84.2% | $74,304-67.0% |
| Participation rate | 44.0% | 54.0%-10.0pp | 78.1%-34.1pp | 60.3%-16.3pp |
| Annual return | 14.03% | 34.06%-20.0pp | 58.88%-44.9pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,413 | $1,611-12.3% | $4,305-67.2% | $2,241-36.9% |
| Participant deferral / active EE | $2,059 | $2,255-8.7% | $5,540-62.8% | $3,767-45.3% |
| Admin fee / account holder | $4,760 | $2,189+117.5% | $14,329-66.8% | $2,969+60.3% |