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 | $31,084 | $81,233-61.7% | $155,567-80.0% | $80,874-61.6% |
| Participation rate | 43.8% | 66.2%-22.4pp | 78.2%-34.4pp | 67.6%-23.8pp |
| Annual return | 19.46% | 33.33%-13.9pp | 64.74%-45.3pp | 35.62%-16.2pp |
| Employer contribution / active EE | $1,083 | $3,101-65.1% | $4,674-76.8% | $2,756-60.7% |
| Participant deferral / active EE | $1,849 | $3,452-46.4% | $5,628-67.1% | $4,297-57.0% |
| Admin fee / account holder | $8,534 | $7,998+6.7% | $15,916-46.4% | $6,935+23.0% |