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 | $43,790 | $77,899-43.8% | $149,673-70.7% | $75,163-41.7% |
| Participation rate | 52.8% | 65.6%-12.8pp | 78.8%-26.0pp | 67.2%-14.4pp |
| Annual return | 20.90% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,140 | $3,137-63.7% | $4,818-76.3% | $2,670-57.3% |
| Participant deferral / active EE | $2,545 | $3,411-25.4% | $5,680-55.2% | $4,125-38.3% |
| Admin fee / account holder | $1,103 | $5,956-81.5% | $13,210-91.6% | $5,651-80.5% |