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 | $19,230 | $84,233-77.2% | $170,442-88.7% | $70,131-72.6% |
| Participation rate | 41.1% | 70.8%-29.8pp | 83.6%-42.5pp | 69.5%-28.5pp |
| Annual return | 22.52% | 23.06%-0.5pp | 205.93%-183.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $569 | $3,387-83.2% | $5,433-89.5% | $2,342-75.7% |
| Participant deferral / active EE | $1,793 | $3,086-41.9% | $4,939-63.7% | $3,332-46.2% |
| Admin fee / account holder | $1,002 | $5,698-82.4% | $13,880-92.8% | $4,645-78.4% |