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 | $20,361 | $113,339-82.0% | $94,993-78.6% | $147,584-86.2% |
| Participation rate | 39.1% | 78.0%-38.8pp | 73.9%-34.8pp | 82.8%-43.7pp |
| Annual return | 8.69% | 20.77%-12.1pp | 27.12%-18.4pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,369 | $3,160-56.7% | $2,603-47.4% | $4,876-71.9% |
| Participant deferral / active EE | $715 | $3,777-81.1% | $3,317-78.4% | $5,439-86.8% |
| Admin fee / account holder | $12,876 | $6,063+112.4% | $4,960+159.6% | $10,885+18.3% |