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 | $23,027 | $56,114-59.0% | $96,139-76.0% | $85,850-73.2% |
| Participation rate | 48.9% | 56.7%-7.8pp | 68.4%-19.5pp | 69.3%-20.4pp |
| Annual return | 14.61% | 42.30%-27.7pp | 191.94%-177.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,181 | $1,620-27.1% | $2,797-57.8% | $2,565-54.0% |
| Participant deferral / active EE | $2,476 | $2,859-13.4% | $4,349-43.1% | $3,952-37.4% |
| Admin fee / account holder | $2,220 | $3,768-41.1% | $5,537-59.9% | $6,260-64.5% |