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 | $40,684 | $77,899-47.8% | $149,673-72.8% | $75,163-45.9% |
| Participation rate | 51.5% | 65.6%-14.0pp | 78.8%-27.2pp | 67.2%-15.6pp |
| Annual return | 19.82% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,188 | $3,137-62.1% | $4,818-75.3% | $2,670-55.5% |
| Participant deferral / active EE | $2,591 | $3,411-24.0% | $5,680-54.4% | $4,125-37.2% |
| Admin fee / account holder | $1,783 | $5,956-70.1% | $13,210-86.5% | $5,651-68.5% |