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 | $20,937 | $65,395-68.0% | $182,532-88.5% | $72,985-71.3% |
| Participation rate | 54.2% | 65.4%-11.3pp | 78.0%-23.8pp | 69.5%-15.3pp |
| Annual return | 22.42% | 27.68%-5.3pp | 148.54%-126.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,073 | $1,911-43.9% | $4,076-73.7% | $2,440-56.0% |
| Participant deferral / active EE | $1,960 | $3,563-45.0% | $5,524-64.5% | $3,607-45.7% |
| Admin fee / account holder | $1,441 | $4,245-66.1% | $8,592-83.2% | $5,124-71.9% |