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 | $46,190 | $89,355-48.3% | $141,162-67.3% | $72,985-36.7% |
| Participation rate | 22.4% | 75.1%-52.7pp | 82.5%-60.1pp | 69.5%-47.1pp |
| Annual return | 20.99% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,142 | $3,114-63.3% | $4,735-75.9% | $2,440-53.2% |
| Participant deferral / active EE | $2,670 | $5,418-50.7% | $6,709-60.2% | $3,607-26.0% |
| Admin fee / account holder | $805 | $5,958-86.5% | $10,261-92.2% | $5,124-84.3% |