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 | $27,748 | $49,922-44.4% | $80,569-65.6% | $75,163-63.1% |
| Participation rate | 43.8% | 55.3%-11.6pp | 67.0%-23.2pp | 67.2%-23.4pp |
| Annual return | 19.32% | 34.69%-15.4pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,057 | $1,698-37.8% | $2,723-61.2% | $2,670-60.4% |
| Participant deferral / active EE | $2,514 | $2,990-15.9% | $4,447-43.5% | $4,125-39.1% |
| Admin fee / account holder | $3,074 | $3,577-14.1% | $5,377-42.8% | $5,651-45.6% |