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 | $77,541 | $108,825-28.7% | $156,181-50.4% | $82,448-6.0% |
| Participation rate | 54.7% | 72.4%-17.7pp | 78.8%-24.1pp | 68.1%-13.4pp |
| Annual return | 15.98% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,387 | $2,870-51.7% | $4,294-67.7% | $2,551-45.6% |
| Participant deferral / active EE | $2,368 | $4,577-48.3% | $6,132-61.4% | $4,139-42.8% |
| Admin fee / account holder | $1,136 | $9,341-87.8% | $14,586-92.2% | $7,234-84.3% |