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 | $60,165 | $77,899-22.8% | $149,673-59.8% | $75,163-20.0% |
| Participation rate | 32.1% | 65.6%-33.4pp | 78.8%-46.6pp | 67.2%-35.0pp |
| Annual return | 15.87% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $436 | $3,137-86.1% | $4,818-91.0% | $2,670-83.7% |
| Participant deferral / active EE | $1,947 | $3,411-42.9% | $5,680-65.7% | $4,125-52.8% |
| Admin fee / account holder | $466 | $5,956-92.2% | $13,210-96.5% | $5,651-91.8% |