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 7-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 | $10,227 | $58,208-82.4% | $81,812-87.5% | $80,856-87.4% |
| Participation rate | 44.4% | 63.4%-19.0pp | 72.3%-27.9pp | 67.6%-23.2pp |
| Annual return | 12.17% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,132 | $2,340-51.6% | $2,912-61.1% | $2,755-58.9% |
| Participant deferral / active EE | $2,092 | $3,281-36.2% | $4,319-51.5% | $4,296-51.3% |
| Admin fee / account holder | $659 | $4,981-86.8% | $7,386-91.1% | $6,918-90.5% |