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 | $69,730 | $78,422-11.1% | $95,952-27.3% | $79,858-12.7% |
| Participation rate | 42.9% | 73.5%-30.6pp | 77.1%-34.2pp | 69.6%-26.8pp |
| Annual return | 16.25% | 19.37%-3.1pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,195 | $1,945-38.6% | $2,541-53.0% | $2,471-51.6% |
| Participant deferral / active EE | $2,264 | $3,440-34.2% | $4,167-45.7% | $3,740-39.5% |
| Admin fee / account holder | $1,718 | $5,622-69.4% | $6,795-74.7% | $5,306-67.6% |