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 | $27,064 | $77,899-65.3% | $149,673-81.9% | $75,163-64.0% |
| Participation rate | 46.3% | 65.6%-19.2pp | 78.8%-32.4pp | 67.2%-20.9pp |
| Annual return | 16.06% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $852 | $3,137-72.8% | $4,818-82.3% | $2,670-68.1% |
| Participant deferral / active EE | $1,777 | $3,411-47.9% | $5,680-68.7% | $4,125-56.9% |
| Admin fee / account holder | $3,254 | $5,956-45.4% | $13,210-75.4% | $5,651-42.4% |