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 | $39,265 | $95,416-58.8% | $185,823-78.9% | $85,850-54.3% |
| Participation rate | 54.5% | 68.8%-14.2pp | 81.7%-27.2pp | 69.3%-14.8pp |
| Annual return | 14.61% | 23.59%-9.0pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,397 | $3,314-57.8% | $5,167-73.0% | $2,565-45.5% |
| Participant deferral / active EE | $3,016 | $3,423-11.9% | $5,568-45.8% | $3,952-23.7% |
| Admin fee / account holder | $863 | $7,213-88.0% | $16,237-94.7% | $6,260-86.2% |