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 | $23,482 | $54,517-56.9% | $75,972-69.1% | $74,495-68.5% |
| Participation rate | 53.2% | 60.3%-7.1pp | 69.1%-15.9pp | 67.2%-14.0pp |
| Annual return | 14.58% | 31.82%-17.2pp | 359.55%-345.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $906 | $1,777-49.0% | $2,685-66.3% | $2,623-65.5% |
| Participant deferral / active EE | $1,676 | $3,066-45.3% | $4,255-60.6% | $4,346-61.4% |
| Admin fee / account holder | $1,784 | $2,229-19.9% | $6,467-72.4% | $1,942-8.1% |