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 | $20,574 | $85,202-75.9% | $172,739-88.1% | $72,985-71.8% |
| Participation rate | 68.4% | 70.1%-1.7pp | 82.6%-14.3pp | 69.5%-1.1pp |
| Annual return | 20.40% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,141 | $3,324-65.7% | $5,143-77.8% | $2,440-53.2% |
| Participant deferral / active EE | $2,270 | $3,260-30.4% | $5,198-56.3% | $3,607-37.1% |
| Admin fee / account holder | $8,994 | $5,884+52.9% | $13,954-35.5% | $5,124+75.5% |