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 | $26,913 | $54,705-50.8% | $71,209-62.2% | $84,808-68.3% |
| Participation rate | 35.5% | 64.1%-28.5pp | 73.8%-38.2pp | 68.3%-32.8pp |
| Annual return | 15.97% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,002 | $2,158-53.6% | $2,721-63.2% | $2,631-61.9% |
| Participant deferral / active EE | $1,699 | $3,030-43.9% | $4,175-59.3% | $4,212-59.7% |
| Admin fee / account holder | $6,231 | $4,863+28.1% | $5,349+16.5% | $7,344-15.2% |