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 | $25,889 | $77,899-66.8% | $149,673-82.7% | $75,163-65.6% |
| Participation rate | 51.1% | 65.6%-14.5pp | 78.8%-27.7pp | 67.2%-16.1pp |
| Annual return | 13.88% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,123 | $3,137-64.2% | $4,818-76.7% | $2,670-57.9% |
| Participant deferral / active EE | $2,085 | $3,411-38.9% | $5,680-63.3% | $4,125-49.4% |
| Admin fee / account holder | $340 | $5,956-94.3% | $13,210-97.4% | $5,651-94.0% |