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 | $29,881 | $63,346-52.8% | $92,233-67.6% | $70,131-57.4% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 21.34% | 530.12%-508.8pp | 176.28%-154.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,511 | $2,471-38.9% | $3,679-58.9% | $2,342-35.5% |
| Participant deferral / active EE | $2,395 | $2,854-16.1% | $3,897-38.5% | $3,332-28.1% |
| Admin fee / account holder | $3,619 | $3,840-5.8% | $5,194-30.3% | $4,645-22.1% |