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 | $36,325 | $81,208-55.3% | $98,907-63.3% | $79,858-54.5% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | 16.70% | 60.99%-44.3pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,283 | $1,960-34.5% | $2,689-52.3% | $2,471-48.1% |
| Participant deferral / active EE | $2,122 | $3,265-35.0% | $4,244-50.0% | $3,740-43.3% |
| Admin fee / account holder | $2,588 | $6,013-57.0% | $6,642-61.0% | $5,306-51.2% |