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 | $75,204 | $101,724-26.1% | $164,813-54.4% | $80,856-7.0% |
| Participation rate | 54.4% | 71.8%-17.4pp | 78.6%-24.2pp | 67.6%-13.2pp |
| Annual return | 11.66% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,465 | $2,953-50.4% | $4,341-66.2% | $2,755-46.8% |
| Participant deferral / active EE | $4,501 | $4,477+0.5% | $6,031-25.4% | $4,296+4.8% |
| Admin fee / account holder | $1,021 | $8,227-87.6% | $12,690-92.0% | $6,918-85.2% |