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 | $20,447 | $107,934-81.1% | $91,989-77.8% | $152,861-86.6% |
| Participation rate | 59.1% | 81.2%-22.1pp | 78.6%-19.5pp | 82.4%-23.4pp |
| Annual return | 22.30% | 89.24%-66.9pp | 69.02%-46.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,300 | $4,210-69.1% | $3,452-62.3% | $4,762-72.7% |
| Participant deferral / active EE | $2,683 | $6,364-57.8% | $5,923-54.7% | $5,850-54.1% |
| Admin fee / account holder | $2,767 | $10,520-73.7% | $7,743-64.3% | $11,596-76.1% |