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 | $22,931 | $117,381-80.5% | $99,443-76.9% | $152,861-85.0% |
| Participation rate | 52.9% | 77.5%-24.6pp | 73.8%-20.9pp | 82.4%-29.5pp |
| Annual return | 17.94% | 31.87%-13.9pp | 30.72%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,035 | $3,013-65.7% | $2,540-59.3% | $4,762-78.3% |
| Participant deferral / active EE | $1,647 | $4,086-59.7% | $3,619-54.5% | $5,850-71.9% |
| Admin fee / account holder | $1,526 | $7,631-80.0% | $6,250-75.6% | $11,596-86.8% |