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 | $19,606 | $84,233-76.7% | $170,442-88.5% | $70,131-72.0% |
| Participation rate | 55.4% | 70.8%-15.5pp | 83.6%-28.2pp | 69.5%-14.2pp |
| Annual return | 18.80% | 23.06%-4.3pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,061 | $3,387-68.7% | $5,433-80.5% | $2,342-54.7% |
| Participant deferral / active EE | $2,791 | $3,086-9.6% | $4,939-43.5% | $3,332-16.2% |
| Admin fee / account holder | $1,282 | $5,698-77.5% | $13,880-90.8% | $4,645-72.4% |