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 | $23,757 | $53,127-55.3% | $86,590-72.6% | $70,131-66.1% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 23.38% | 27.66%-4.3pp | 964.84%-941.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $704 | $2,068-66.0% | $2,839-75.2% | $2,342-70.0% |
| Participant deferral / active EE | $2,270 | $2,696-15.8% | $3,609-37.1% | $3,332-31.9% |
| Admin fee / account holder | $2,872 | $3,585-19.9% | $4,906-41.5% | $4,645-38.2% |