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 | $23,391 | $77,899-70.0% | $149,673-84.4% | $75,163-68.9% |
| Participation rate | 63.0% | 65.6%-2.5pp | 78.8%-15.7pp | 67.2%-4.1pp |
| Annual return | 18.74% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,080 | $3,137-65.6% | $4,818-77.6% | $2,670-59.6% |
| Participant deferral / active EE | $2,492 | $3,411-26.9% | $5,680-56.1% | $4,125-39.6% |
| Admin fee / account holder | $3,061 | $5,956-48.6% | $13,210-76.8% | $5,651-45.8% |