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 | $44,319 | $89,355-50.4% | $141,162-68.6% | $72,985-39.3% |
| Participation rate | 54.8% | 75.1%-20.4pp | 82.5%-27.7pp | 69.5%-14.7pp |
| Annual return | 23.74% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,299 | $3,114-58.3% | $4,735-72.6% | $2,440-46.8% |
| Participant deferral / active EE | $2,981 | $5,418-45.0% | $6,709-55.6% | $3,607-17.4% |
| Admin fee / account holder | $3,074 | $5,958-48.4% | $10,261-70.0% | $5,124-40.0% |