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 | $14,416 | $80,717-82.1% | $154,803-90.7% | $84,808-83.0% |
| Participation rate | 51.5% | 66.8%-15.3pp | 78.1%-26.6pp | 68.3%-16.8pp |
| Annual return | 19.68% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $550 | $2,761-80.1% | $4,305-87.2% | $2,631-79.1% |
| Participant deferral / active EE | $2,134 | $3,303-35.4% | $5,540-61.5% | $4,212-49.3% |
| Admin fee / account holder | $3,368 | $6,746-50.1% | $14,329-76.5% | $7,344-54.1% |