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 | $18,858 | $85,202-77.9% | $172,739-89.1% | $72,985-74.2% |
| Participation rate | 64.5% | 70.1%-5.6pp | 82.6%-18.2pp | 69.5%-5.0pp |
| Annual return | 22.24% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,090 | $3,324-67.2% | $5,143-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $2,617 | $3,260-19.7% | $5,198-49.6% | $3,607-27.4% |
| Admin fee / account holder | $2,523 | $5,884-57.1% | $13,954-81.9% | $5,124-50.8% |