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 | $32,660 | $58,828-44.5% | $77,999-58.1% | $62,891-48.1% |
| Participation rate | 59.4% | 71.1%-11.7pp | 75.5%-16.1pp | 69.3%-9.9pp |
| Annual return | 9.62% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,724 | $1,672+182.6% | $2,470+91.2% | $2,281+107.1% |
| Participant deferral / active EE | $3,770 | $2,686+40.4% | $3,497+7.8% | $3,203+17.7% |
| Admin fee / account holder | $1,181 | $4,393-73.1% | $5,480-78.4% | $4,296-72.5% |