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 | $38,751 | $83,477-53.6% | $125,175-69.0% | $72,985-46.9% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.5%-29.5pp |
| Annual return | 21.67% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,144 | $2,345-51.2% | $3,865-70.4% | $2,440-53.1% |
| Participant deferral / active EE | $3,034 | $3,585-15.4% | $4,937-38.5% | $3,607-15.9% |
| Admin fee / account holder | $657 | $5,517-88.1% | $9,702-93.2% | $5,124-87.2% |