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 | $19,032 | $83,337-77.2% | $67,834-71.9% | $273,961-93.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 7.61% | 259.45%-251.8pp | 138.47%-130.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,817 | $3,287-44.7% | $2,403-24.4% | $4,869-62.7% |
| Participant deferral / active EE | $3,793 | $4,088-7.2% | $3,160+20.0% | $5,287-28.3% |
| Admin fee / account holder | $2,050 | $6,752-69.6% | $4,622-55.7% | $10,132-79.8% |