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 | $37,699 | $89,355-57.8% | $141,162-73.3% | $72,985-48.3% |
| Participation rate | 59.0% | 75.1%-16.1pp | 82.5%-23.5pp | 69.5%-10.5pp |
| Annual return | 21.03% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,234 | $3,114-60.4% | $4,735-73.9% | $2,440-49.4% |
| Participant deferral / active EE | $2,447 | $5,418-54.8% | $6,709-63.5% | $3,607-32.2% |
| Admin fee / account holder | $2,080 | $5,958-65.1% | $10,261-79.7% | $5,124-59.4% |