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 | $17,983 | $81,248-77.9% | $155,509-88.4% | $80,856-77.8% |
| Participation rate | 60.5% | 66.2%-5.7pp | 78.2%-17.7pp | 67.6%-7.1pp |
| Annual return | 12.01% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,440 | $3,100-53.5% | $4,672-69.2% | $2,755-47.7% |
| Participant deferral / active EE | $3,423 | $3,452-0.8% | $5,626-39.2% | $4,296-20.3% |
| Admin fee / account holder | $1,901 | $7,997-76.2% | $15,912-88.1% | $6,918-72.5% |