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 | $52,918 | $64,324-17.7% | $118,925-55.5% | $79,858-33.7% |
| Participation rate | 57.9% | 64.9%-7.0pp | 75.4%-17.5pp | 69.6%-11.7pp |
| Annual return | 15.19% | 86.45%-71.3pp | 35.88%-20.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,142 | $1,836-37.8% | $3,263-65.0% | $2,471-53.8% |
| Participant deferral / active EE | $2,600 | $2,824-7.9% | $4,265-39.0% | $3,740-30.5% |
| Admin fee / account holder | $3,087 | $4,040-23.6% | $6,581-53.1% | $5,306-41.8% |