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 | $17,063 | $84,233-79.7% | $170,442-90.0% | $70,131-75.7% |
| Participation rate | 49.3% | 70.8%-21.5pp | 83.6%-34.3pp | 69.5%-20.2pp |
| Annual return | 16.97% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $893 | $3,387-73.6% | $5,433-83.6% | $2,342-61.9% |
| Participant deferral / active EE | $1,508 | $3,086-51.1% | $4,939-69.5% | $3,332-54.7% |
| Admin fee / account holder | $4,554 | $5,698-20.1% | $13,880-67.2% | $4,645-2.0% |