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 | $29,711 | $78,705-62.2% | $117,854-74.8% | $70,131-57.6% |
| Participation rate | 51.1% | 73.2%-22.1pp | 79.7%-28.6pp | 69.5%-18.5pp |
| Annual return | 15.17% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,707 | $2,223-23.2% | $3,786-54.9% | $2,342-27.1% |
| Participant deferral / active EE | $2,639 | $3,297-20.0% | $4,482-41.1% | $3,332-20.8% |
| Admin fee / account holder | $1,706 | $5,065-66.3% | $8,020-78.7% | $4,645-63.3% |