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 | $35,077 | $77,899-55.0% | $149,673-76.6% | $75,163-53.3% |
| Participation rate | 41.7% | 65.6%-23.9pp | 78.8%-37.1pp | 67.2%-25.5pp |
| Annual return | 13.36% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,572 | $3,137-49.9% | $4,818-67.4% | $2,670-41.1% |
| Participant deferral / active EE | $1,845 | $3,411-45.9% | $5,680-67.5% | $4,125-55.3% |
| Admin fee / account holder | $836 | $5,956-86.0% | $13,210-93.7% | $5,651-85.2% |