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 | $22,811 | $70,669-67.7% | $169,368-86.5% | $75,163-69.7% |
| Participation rate | 53.8% | 64.8%-10.9pp | 77.1%-23.3pp | 67.2%-13.3pp |
| Annual return | 14.23% | 36.36%-22.1pp | 405.60%-391.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,043 | $2,211-52.8% | $4,013-74.0% | $2,670-60.9% |
| Participant deferral / active EE | $2,132 | $4,311-50.5% | $6,221-65.7% | $4,125-48.3% |
| Admin fee / account holder | $6,509 | $5,402+20.5% | $9,003-27.7% | $5,651+15.2% |