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 | $23,502 | $53,127-55.8% | $86,590-72.9% | $70,131-66.5% |
| Participation rate | 52.6% | 65.3%-12.7pp | 73.5%-20.9pp | 69.5%-16.9pp |
| Annual return | 16.93% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,146 | $2,068-44.6% | $2,839-59.6% | $2,342-51.1% |
| Participant deferral / active EE | $2,048 | $2,696-24.0% | $3,609-43.2% | $3,332-38.5% |
| Admin fee / account holder | $1,881 | $3,585-47.5% | $4,906-61.7% | $4,645-59.5% |