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 | $24,575 | $63,346-61.2% | $92,233-73.4% | $70,131-65.0% |
| Participation rate | 61.5% | 68.7%-7.1pp | 76.5%-14.9pp | 69.5%-8.0pp |
| Annual return | 15.84% | 530.12%-514.3pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,184 | $2,471-52.1% | $3,679-67.8% | $2,342-49.4% |
| Participant deferral / active EE | $1,260 | $2,854-55.9% | $3,897-67.7% | $3,332-62.2% |
| Admin fee / account holder | $1,523 | $3,840-60.3% | $5,194-70.7% | $4,645-67.2% |