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 | $23,784 | $63,861-62.8% | $104,607-77.3% | $79,858-70.2% |
| Participation rate | 48.3% | 64.9%-16.6pp | 74.1%-25.8pp | 69.6%-21.4pp |
| Annual return | 20.51% | 21.30%-0.8pp | 340.46%-320.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,176 | $1,588-25.9% | $2,681-56.1% | $2,471-52.4% |
| Participant deferral / active EE | $1,442 | $2,693-46.5% | $3,740-61.4% | $3,740-61.4% |
| Admin fee / account holder | $1,571 | $4,185-62.5% | $6,473-75.7% | $5,306-70.4% |