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 | $29,613 | $84,233-64.8% | $170,442-82.6% | $70,131-57.8% |
| Participation rate | 65.2% | 70.8%-5.6pp | 83.6%-18.4pp | 69.5%-4.3pp |
| Annual return | 20.12% | 23.06%-2.9pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,438 | $3,387-57.6% | $5,433-73.5% | $2,342-38.6% |
| Participant deferral / active EE | $2,778 | $3,086-10.0% | $4,939-43.8% | $3,332-16.6% |
| Admin fee / account holder | $445 | $5,698-92.2% | $13,880-96.8% | $4,645-90.4% |