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 | $21,693 | $63,861-66.0% | $104,607-79.3% | $79,858-72.8% |
| Participation rate | 32.8% | 64.9%-32.1pp | 74.1%-41.3pp | 69.6%-36.8pp |
| Annual return | 17.33% | 21.30%-4.0pp | 340.46%-323.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $681 | $1,588-57.1% | $2,681-74.6% | $2,471-72.5% |
| Participant deferral / active EE | $1,475 | $2,693-45.2% | $3,740-60.6% | $3,740-60.6% |
| Admin fee / account holder | $3,629 | $4,185-13.3% | $6,473-43.9% | $5,306-31.6% |