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 | $24,713 | $91,190-72.9% | $178,490-86.2% | $79,858-69.1% |
| Participation rate | 31.2% | 69.2%-38.0pp | 81.9%-50.8pp | 69.6%-38.5pp |
| Annual return | 18.41% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $528 | $3,256-83.8% | $5,011-89.5% | $2,471-78.6% |
| Participant deferral / active EE | $1,095 | $3,236-66.2% | $5,202-78.9% | $3,740-70.7% |
| Admin fee / account holder | $302 | $6,751-95.5% | $13,984-97.8% | $5,306-94.3% |