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 | $16,885 | $55,706-69.7% | $75,886-77.7% | $72,985-76.9% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.3%-29.9pp | 69.5%-30.1pp |
| Annual return | 35.09% | 27.59%+7.5pp | 30.76%+4.3pp | 81.00%-45.9pp |
| Employer contribution / active EE | $503 | $1,687-70.2% | $2,500-79.9% | $2,440-79.4% |
| Participant deferral / active EE | $1,394 | $2,634-47.1% | $3,603-61.3% | $3,607-61.3% |
| Admin fee / account holder | $572 | $3,978-85.6% | $5,418-89.4% | $5,124-88.8% |