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 | $22,753 | $89,355-74.5% | $141,162-83.9% | $72,985-68.8% |
| Participation rate | 46.6% | 75.1%-28.5pp | 82.5%-35.9pp | 69.5%-22.9pp |
| Annual return | 36.19% | 111.85%-75.7pp | 71.39%-35.2pp | 81.00%-44.8pp |
| Employer contribution / active EE | $1,672 | $3,114-46.3% | $4,735-64.7% | $2,440-31.5% |
| Participant deferral / active EE | $3,370 | $5,418-37.8% | $6,709-49.8% | $3,607-6.6% |
| Admin fee / account holder | $1,072 | $5,958-82.0% | $10,261-89.6% | $5,124-79.1% |