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 | $16,075 | $58,523-72.5% | $99,443-83.8% | $72,985-78.0% |
| Participation rate | 46.4% | 64.6%-18.3pp | 73.8%-27.5pp | 69.5%-23.1pp |
| Annual return | 22.59% | 28.51%-5.9pp | 30.72%-8.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $674 | $1,512-55.4% | $2,540-73.5% | $2,440-72.4% |
| Participant deferral / active EE | $1,396 | $2,606-46.4% | $3,619-61.4% | $3,607-61.3% |
| Admin fee / account holder | $1,589 | $4,102-61.3% | $6,250-74.6% | $5,124-69.0% |