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 | $18,785 | $53,127-64.6% | $86,590-78.3% | $70,131-73.2% |
| Participation rate | 58.5% | 65.3%-6.8pp | 73.5%-15.0pp | 69.5%-11.0pp |
| Annual return | 18.49% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $459 | $2,068-77.8% | $2,839-83.8% | $2,342-80.4% |
| Participant deferral / active EE | $816 | $2,696-69.7% | $3,609-77.4% | $3,332-75.5% |
| Admin fee / account holder | $360 | $3,585-90.0% | $4,906-92.7% | $4,645-92.2% |