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 | $18,127 | $90,503-80.0% | $78,689-77.0% | $273,961-93.4% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 3.34% | 75.60%-72.3pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,250 | $3,176-60.6% | $2,851-56.2% | $4,869-74.3% |
| Participant deferral / active EE | $1,250 | $3,901-68.0% | $3,517-64.5% | $5,287-76.4% |
| Admin fee / account holder | $579 | $5,263-89.0% | $4,510-87.2% | $10,132-94.3% |