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 | $22,552 | $84,233-73.2% | $170,442-86.8% | $70,131-67.8% |
| Participation rate | 39.3% | 70.8%-31.5pp | 83.6%-44.3pp | 69.5%-30.3pp |
| Annual return | 12.96% | 23.06%-10.1pp | 205.93%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,188 | $3,387-35.4% | $5,433-59.7% | $2,342-6.6% |
| Participant deferral / active EE | $1,954 | $3,086-36.7% | $4,939-60.4% | $3,332-41.4% |
| Admin fee / account holder | $845 | $5,698-85.2% | $13,880-93.9% | $4,645-81.8% |