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 | $18,242 | $62,672-70.9% | $185,117-90.1% | $70,131-74.0% |
| Participation rate | 57.1% | 63.8%-6.6pp | 77.3%-20.1pp | 69.5%-12.4pp |
| Annual return | 20.34% | 40.79%-20.4pp | 40.50%-20.2pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,563 | $1,753-10.8% | $4,182-62.6% | $2,342-33.3% |
| Participant deferral / active EE | $2,873 | $3,272-12.2% | $5,045-43.0% | $3,332-13.8% |
| Admin fee / account holder | $559 | $3,932-85.8% | $8,159-93.1% | $4,645-88.0% |