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 | $16,550 | $81,248-79.6% | $155,509-89.4% | $80,856-79.5% |
| Participation rate | 52.9% | 66.2%-13.3pp | 78.2%-25.2pp | 67.6%-14.7pp |
| Annual return | 12.45% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $672 | $3,100-78.3% | $4,672-85.6% | $2,755-75.6% |
| Participant deferral / active EE | $1,588 | $3,452-54.0% | $5,626-71.8% | $4,296-63.0% |
| Admin fee / account holder | $3,288 | $7,997-58.9% | $15,912-79.3% | $6,918-52.5% |