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 | $24,676 | $77,899-68.3% | $149,673-83.5% | $75,163-67.2% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.3pp | 67.2%-6.8pp |
| Annual return | 17.40% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,113 | $3,137-64.5% | $4,818-76.9% | $2,670-58.3% |
| Participant deferral / active EE | $2,100 | $3,411-38.4% | $5,680-63.0% | $4,125-49.1% |
| Admin fee / account holder | $2,435 | $5,956-59.1% | $13,210-81.6% | $5,651-56.9% |