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 | $26,614 | $91,190-70.8% | $178,490-85.1% | $79,858-66.7% |
| Participation rate | 57.5% | 69.2%-11.7pp | 81.9%-24.4pp | 69.6%-12.1pp |
| Annual return | 19.66% | 24.19%-4.5pp | 151.07%-131.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,098 | $3,256-66.3% | $5,011-78.1% | $2,471-55.6% |
| Participant deferral / active EE | $1,665 | $3,236-48.5% | $5,202-68.0% | $3,740-55.5% |
| Admin fee / account holder | $962 | $6,751-85.7% | $13,984-93.1% | $5,306-81.9% |