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 | $24,183 | $84,233-71.3% | $170,442-85.8% | $70,131-65.5% |
| Participation rate | 30.0% | 70.8%-40.8pp | 83.6%-53.6pp | 69.5%-39.5pp |
| Annual return | 14.40% | 23.06%-8.7pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $804 | $3,387-76.3% | $5,433-85.2% | $2,342-65.7% |
| Participant deferral / active EE | $1,042 | $3,086-66.2% | $4,939-78.9% | $3,332-68.7% |
| Admin fee / account holder | $1,358 | $5,698-76.2% | $13,880-90.2% | $4,645-70.8% |