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 | $16,397 | $77,899-79.0% | $149,673-89.0% | $75,163-78.2% |
| Participation rate | 41.2% | 65.6%-24.4pp | 78.8%-37.6pp | 67.2%-26.0pp |
| Annual return | 16.27% | 31.72%-15.5pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $634 | $3,137-79.8% | $4,818-86.8% | $2,670-76.2% |
| Participant deferral / active EE | $1,219 | $3,411-64.3% | $5,680-78.5% | $4,125-70.5% |
| Admin fee / account holder | $5,699 | $5,956-4.3% | $13,210-56.9% | $5,651+0.9% |