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 | $19,751 | $81,248-75.7% | $155,509-87.3% | $80,856-75.6% |
| Participation rate | 66.1% | 66.2%-0.1pp | 78.2%-12.1pp | 67.6%-1.5pp |
| Annual return | 13.98% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,158 | $3,100-62.6% | $4,672-75.2% | $2,755-57.9% |
| Participant deferral / active EE | $2,251 | $3,452-34.8% | $5,626-60.0% | $4,296-47.6% |
| Admin fee / account holder | $1,775 | $7,997-77.8% | $15,912-88.8% | $6,918-74.3% |