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 | $23,743 | $48,230-50.8% | $67,502-64.8% | $80,856-70.6% |
| Participation rate | 58.7% | 66.4%-7.7pp | 72.9%-14.2pp | 67.6%-8.9pp |
| Annual return | 16.91% | 18.28%-1.4pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,188 | $2,020-41.2% | $2,731-56.5% | $2,755-56.9% |
| Participant deferral / active EE | $1,998 | $2,924-31.7% | $4,000-50.1% | $4,296-53.5% |
| Admin fee / account holder | $2,658 | $3,681-27.8% | $3,998-33.5% | $6,918-61.6% |