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 | $21,722 | $77,899-72.1% | $149,673-85.5% | $75,163-71.1% |
| Participation rate | 52.8% | 65.6%-12.8pp | 78.8%-26.0pp | 67.2%-14.4pp |
| Annual return | 13.71% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,188 | $3,137-62.1% | $4,818-75.3% | $2,670-55.5% |
| Participant deferral / active EE | $2,179 | $3,411-36.1% | $5,680-61.6% | $4,125-47.2% |
| Admin fee / account holder | $2,952 | $5,956-50.4% | $13,210-77.7% | $5,651-47.8% |