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 | $37,191 | $85,766-56.6% | $136,294-72.7% | $70,131-47.0% |
| Participation rate | 51.9% | 74.2%-22.3pp | 81.9%-30.1pp | 69.5%-17.7pp |
| Annual return | 20.04% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,548 | $2,966-47.8% | $4,695-67.0% | $2,342-33.9% |
| Participant deferral / active EE | $2,347 | $5,051-53.5% | $6,247-62.4% | $3,332-29.6% |
| Admin fee / account holder | $790 | $5,420-85.4% | $9,243-91.4% | $4,645-83.0% |