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 | $30,054 | $78,705-61.8% | $117,854-74.5% | $70,131-57.1% |
| Participation rate | 67.2% | 73.2%-6.0pp | 79.7%-12.5pp | 69.5%-2.4pp |
| Annual return | 13.78% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,887 | $2,223-15.1% | $3,786-50.2% | $2,342-19.4% |
| Participant deferral / active EE | $2,522 | $3,297-23.5% | $4,482-43.7% | $3,332-24.3% |
| Admin fee / account holder | $2,474 | $5,065-51.2% | $8,020-69.2% | $4,645-46.7% |