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 | $40,167 | $91,190-56.0% | $178,490-77.5% | $79,858-49.7% |
| Participation rate | 56.8% | 69.2%-12.4pp | 81.9%-25.2pp | 69.6%-12.9pp |
| Annual return | 18.41% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,628 | $3,256-50.0% | $5,011-67.5% | $2,471-34.1% |
| Participant deferral / active EE | $2,269 | $3,236-29.9% | $5,202-56.4% | $3,740-39.3% |
| Admin fee / account holder | $370 | $6,751-94.5% | $13,984-97.4% | $5,306-93.0% |