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 | $21,943 | $81,248-73.0% | $155,509-85.9% | $80,856-72.9% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 19.61% | 33.31%-13.7pp | 64.67%-45.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,384 | $3,100-55.4% | $4,672-70.4% | $2,755-49.8% |
| Participant deferral / active EE | $1,113 | $3,452-67.8% | $5,626-80.2% | $4,296-74.1% |
| Admin fee / account holder | $6,524 | $7,997-18.4% | $15,912-59.0% | $6,918-5.7% |