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 | $24,743 | $85,202-71.0% | $172,739-85.7% | $72,985-66.1% |
| Participation rate | 67.4% | 70.1%-2.7pp | 82.6%-15.3pp | 69.5%-2.1pp |
| Annual return | 19.08% | 27.32%-8.2pp | 802.84%-783.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,242 | $3,324-62.6% | $5,143-75.8% | $2,440-49.1% |
| Participant deferral / active EE | $1,804 | $3,260-44.7% | $5,198-65.3% | $3,607-50.0% |
| Admin fee / account holder | $724 | $5,884-87.7% | $13,954-94.8% | $5,124-85.9% |