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 | $44,773 | $88,042-49.1% | $138,135-67.6% | $79,858-43.9% |
| Participation rate | 59.7% | 71.4%-11.7pp | 78.7%-19.0pp | 69.6%-10.0pp |
| Annual return | 13.63% | 20.58%-7.0pp | 20.51%-6.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,742 | $3,103-43.9% | $5,587-68.8% | $2,471-29.5% |
| Participant deferral / active EE | $2,314 | $4,704-50.8% | $6,431-64.0% | $3,740-38.1% |
| Admin fee / account holder | $1,984 | $7,791-74.5% | $11,856-83.3% | $5,306-62.6% |