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 | $50,119 | $64,324-22.1% | $118,925-57.9% | $79,858-37.2% |
| Participation rate | 42.5% | 64.9%-22.4pp | 75.4%-32.9pp | 69.6%-27.1pp |
| Annual return | 13.03% | 86.45%-73.4pp | 35.88%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,119 | $1,836-39.1% | $3,263-65.7% | $2,471-54.7% |
| Participant deferral / active EE | $1,808 | $2,824-36.0% | $4,265-57.6% | $3,740-51.7% |
| Admin fee / account holder | $5,836 | $4,040+44.4% | $6,581-11.3% | $5,306+10.0% |