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 | $23,460 | $77,314-69.7% | $177,989-86.8% | $80,856-71.0% |
| Participation rate | 46.7% | 65.7%-19.0pp | 77.1%-30.4pp | 67.6%-21.0pp |
| Annual return | 23.17% | 18.09%+5.1pp | 294.48%-271.3pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,155 | $2,292-49.6% | $3,949-70.8% | $2,755-58.1% |
| Participant deferral / active EE | $1,530 | $4,411-65.3% | $6,276-75.6% | $4,296-64.4% |
| Admin fee / account holder | $719 | $7,191-90.0% | $10,363-93.1% | $6,918-89.6% |