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 | $34,990 | $81,248-56.9% | $155,509-77.5% | $80,856-56.7% |
| Participation rate | 57.0% | 66.2%-9.3pp | 78.2%-21.2pp | 67.6%-10.7pp |
| Annual return | 16.61% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,319 | $3,100-57.4% | $4,672-71.8% | $2,755-52.1% |
| Participant deferral / active EE | $2,516 | $3,452-27.1% | $5,626-55.3% | $4,296-41.4% |
| Admin fee / account holder | $807 | $7,997-89.9% | $15,912-94.9% | $6,918-88.3% |