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 | $34,941 | $91,190-61.7% | $178,490-80.4% | $79,858-56.2% |
| Participation rate | 67.8% | 69.2%-1.4pp | 81.9%-14.1pp | 69.6%-1.8pp |
| Annual return | 15.87% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,286 | $3,256-60.5% | $5,011-74.3% | $2,471-47.9% |
| Participant deferral / active EE | $2,319 | $3,236-28.3% | $5,202-55.4% | $3,740-38.0% |
| Admin fee / account holder | $1,599 | $6,751-76.3% | $13,984-88.6% | $5,306-69.9% |