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 | $19,241 | $62,672-69.3% | $185,117-89.6% | $70,131-72.6% |
| Participation rate | 55.6% | 63.8%-8.2pp | 77.3%-21.7pp | 69.5%-14.0pp |
| Annual return | 14.14% | 40.79%-26.7pp | 40.50%-26.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,181 | $1,753-32.6% | $4,182-71.8% | $2,342-49.6% |
| Participant deferral / active EE | $2,163 | $3,272-33.9% | $5,045-57.1% | $3,332-35.1% |
| Admin fee / account holder | $1,951 | $3,932-50.4% | $8,159-76.1% | $4,645-58.0% |