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 | $21,985 | $91,190-75.9% | $178,490-87.7% | $79,858-72.5% |
| Participation rate | 65.6% | 69.2%-3.6pp | 81.9%-16.3pp | 69.6%-4.0pp |
| Annual return | 11.04% | 24.19%-13.2pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,053 | $3,256-67.7% | $5,011-79.0% | $2,471-57.4% |
| Participant deferral / active EE | $1,115 | $3,236-65.5% | $5,202-78.6% | $3,740-70.2% |
| Admin fee / account holder | $4,678 | $6,751-30.7% | $13,984-66.5% | $5,306-11.8% |