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 | $26,677 | $49,915-46.6% | $154,803-82.8% | $74,304-64.1% |
| Participation rate | 21.8% | 54.0%-32.1pp | 78.1%-56.3pp | 60.3%-38.5pp |
| Annual return | 14.95% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $547 | $1,611-66.0% | $4,305-87.3% | $2,241-75.6% |
| Participant deferral / active EE | $1,352 | $2,255-40.0% | $5,540-75.6% | $3,767-64.1% |
| Admin fee / account holder | $6,740 | $2,189+207.9% | $14,329-53.0% | $2,969+127.0% |