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 | $39,934 | $101,724-60.7% | $164,813-75.8% | $80,856-50.6% |
| Participation rate | 60.3% | 71.8%-11.5pp | 78.6%-18.3pp | 67.6%-7.3pp |
| Annual return | 11.32% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,039 | $2,953-64.8% | $4,341-76.1% | $2,755-62.3% |
| Participant deferral / active EE | $2,235 | $4,477-50.1% | $6,031-62.9% | $4,296-48.0% |
| Admin fee / account holder | $2,698 | $8,227-67.2% | $12,690-78.7% | $6,918-61.0% |