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 | $30,010 | $89,355-66.4% | $141,162-78.7% | $72,985-58.9% |
| Participation rate | 47.6% | 75.1%-27.5pp | 82.5%-34.9pp | 69.5%-21.9pp |
| Annual return | 24.99% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,055 | $3,114-34.0% | $4,735-56.6% | $2,440-15.8% |
| Participant deferral / active EE | $3,303 | $5,418-39.0% | $6,709-50.8% | $3,607-8.4% |
| Admin fee / account holder | $395 | $5,958-93.4% | $10,261-96.1% | $5,124-92.3% |