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 | $34,971 | $84,233-58.5% | $170,442-79.5% | $70,131-50.1% |
| Participation rate | 52.0% | 70.8%-18.8pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 13.16% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,249 | $3,387-63.1% | $5,433-77.0% | $2,342-46.7% |
| Participant deferral / active EE | $1,118 | $3,086-63.8% | $4,939-77.4% | $3,332-66.4% |
| Admin fee / account holder | $4,091 | $5,698-28.2% | $13,880-70.5% | $4,645-11.9% |