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 | $40,741 | $91,552-55.5% | $133,956-69.6% | $79,858-49.0% |
| Participation rate | 56.6% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-13.0pp |
| Annual return | 19.12% | 61.85%-42.7pp | 45.09%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,505 | $2,384-36.9% | $3,919-61.6% | $2,471-39.1% |
| Participant deferral / active EE | $2,601 | $3,733-30.3% | $5,048-48.5% | $3,740-30.5% |
| Admin fee / account holder | $3,017 | $6,321-52.3% | $8,927-66.2% | $5,306-43.2% |