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 | $23,827 | $142,405-83.3% | $115,157-79.3% | $152,861-84.4% |
| Participation rate | 36.4% | 82.4%-46.0pp | 75.9%-39.5pp | 82.4%-46.1pp |
| Annual return | 26.46% | 41.48%-15.0pp | 35.60%-9.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $862 | $4,010-78.5% | $3,179-72.9% | $4,762-81.9% |
| Participant deferral / active EE | $2,621 | $5,164-49.2% | $4,168-37.1% | $5,850-55.2% |
| Admin fee / account holder | $5,738 | $8,462-32.2% | $7,088-19.0% | $11,596-50.5% |