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 | $25,208 | $85,202-70.4% | $172,739-85.4% | $72,985-65.5% |
| Participation rate | 53.3% | 70.1%-16.7pp | 82.6%-29.3pp | 69.5%-16.2pp |
| Annual return | 18.56% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,049 | $3,324-68.4% | $5,143-79.6% | $2,440-57.0% |
| Participant deferral / active EE | $980 | $3,260-70.0% | $5,198-81.2% | $3,607-72.8% |
| Admin fee / account holder | $302 | $5,884-94.9% | $13,954-97.8% | $5,124-94.1% |