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 | $21,887 | $115,770-81.1% | $101,248-78.4% | $158,922-86.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 8.96% | 56.14%-47.2pp | 46.47%-37.5pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,271 | $4,175-69.5% | $3,660-65.3% | $4,761-73.3% |
| Participant deferral / active EE | $2,176 | $4,957-56.1% | $4,370-50.2% | $5,982-63.6% |
| Admin fee / account holder | $4,599 | $7,245-36.5% | $5,945-22.6% | $11,246-59.1% |