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 | $30,418 | $91,190-66.6% | $178,490-83.0% | $79,858-61.9% |
| Participation rate | 59.5% | 69.2%-9.7pp | 81.9%-22.5pp | 69.6%-10.2pp |
| Annual return | 23.22% | 24.19%-1.0pp | 151.07%-127.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,001 | $3,256-69.3% | $5,011-80.0% | $2,471-59.5% |
| Participant deferral / active EE | $1,542 | $3,236-52.3% | $5,202-70.4% | $3,740-58.8% |
| Admin fee / account holder | $499 | $6,751-92.6% | $13,984-96.4% | $5,306-90.6% |