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 | $19,903 | $91,190-78.2% | $178,490-88.8% | $79,858-75.1% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 10.71% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $937 | $3,256-71.2% | $5,011-81.3% | $2,471-62.1% |
| Participant deferral / active EE | $1,467 | $3,236-54.7% | $5,202-71.8% | $3,740-60.8% |
| Admin fee / account holder | $552 | $6,751-91.8% | $13,984-96.1% | $5,306-89.6% |