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 | $34,651 | $77,314-55.2% | $177,989-80.5% | $80,856-57.1% |
| Participation rate | 60.9% | 65.7%-4.8pp | 77.1%-16.1pp | 67.6%-6.7pp |
| Annual return | 12.37% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,684 | $2,292-26.5% | $3,949-57.3% | $2,755-38.9% |
| Participant deferral / active EE | $2,734 | $4,411-38.0% | $6,276-56.4% | $4,296-36.4% |
| Admin fee / account holder | $3,756 | $7,191-47.8% | $10,363-63.8% | $6,918-45.7% |