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 | $63,302 | $72,277-12.4% | $101,248-37.5% | $79,858-20.7% |
| Participation rate | 39.3% | 68.5%-29.2pp | 75.8%-36.5pp | 69.6%-30.3pp |
| Annual return | 12.63% | 22.30%-9.7pp | 46.47%-33.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,003 | $2,692-62.8% | $3,660-72.6% | $2,471-59.4% |
| Participant deferral / active EE | $3,185 | $3,282-2.9% | $4,370-27.1% | $3,740-14.8% |
| Admin fee / account holder | $2,178 | $4,400-50.5% | $5,945-63.4% | $5,306-58.9% |