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 | $28,343 | $81,248-65.1% | $155,509-81.8% | $80,856-64.9% |
| Participation rate | 34.0% | 66.2%-32.2pp | 78.2%-44.1pp | 67.6%-33.6pp |
| Annual return | 13.21% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,231 | $3,100-60.3% | $4,672-73.6% | $2,755-55.3% |
| Participant deferral / active EE | $4,502 | $3,452+30.4% | $5,626-20.0% | $4,296+4.8% |
| Admin fee / account holder | $1,327 | $7,997-83.4% | $15,912-91.7% | $6,918-80.8% |