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 | $31,393 | $83,337-62.3% | $67,834-53.7% | $273,961-88.5% |
| Participation rate | 69.6% | 76.4%-6.9pp | 68.8%+0.8pp | 83.0%-13.5pp |
| Annual return | 9.80% | 259.45%-249.6pp | 138.47%-128.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,425 | $3,287-56.7% | $2,403-40.7% | $4,869-70.7% |
| Participant deferral / active EE | $3,007 | $4,088-26.4% | $3,160-4.8% | $5,287-43.1% |
| Admin fee / account holder | $1,896 | $6,752-71.9% | $4,622-59.0% | $10,132-81.3% |