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 | $23,086 | $138,065-83.3% | $123,544-81.3% | $135,375-82.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | 1.61% | 153.68%-152.1pp | 119.20%-117.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $1,275 | $5,151-75.3% | $4,628-72.5% | $4,779-73.3% |
| Participant deferral / active EE | $10,342 | $6,799+52.1% | $6,426+61.0% | $5,609+84.4% |
| Admin fee / account holder | $1,311 | $10,916-88.0% | $9,284-85.9% | $10,827-87.9% |