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 | $12,802 | $81,248-84.2% | $155,509-91.8% | $80,856-84.2% |
| Participation rate | 49.0% | 66.2%-17.2pp | 78.2%-29.2pp | 67.6%-18.6pp |
| Annual return | 15.88% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,162 | $3,100-62.5% | $4,672-75.1% | $2,755-57.8% |
| Participant deferral / active EE | $1,364 | $3,452-60.5% | $5,626-75.7% | $4,296-68.2% |
| Admin fee / account holder | $1,442 | $7,997-82.0% | $15,912-90.9% | $6,918-79.2% |