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 | $55,274 | $79,449-30.4% | $189,557-70.8% | $85,850-35.6% |
| Participation rate | 50.0% | 66.0%-16.0pp | 78.4%-28.4pp | 69.3%-19.3pp |
| Annual return | 12.28% | 18.45%-6.2pp | 64.17%-51.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,583 | $2,081-23.9% | $4,412-64.1% | $2,565-38.3% |
| Participant deferral / active EE | $3,691 | $4,051-8.9% | $6,174-40.2% | $3,952-6.6% |
| Admin fee / account holder | $3,757 | $5,377-30.1% | $9,807-61.7% | $6,260-40.0% |