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 | $15,752 | $52,279-69.9% | $89,391-82.4% | $79,858-80.3% |
| Participation rate | 41.7% | 57.5%-15.9pp | 68.0%-26.3pp | 69.6%-28.0pp |
| Annual return | 19.33% | 22.16%-2.8pp | 245.62%-226.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $588 | $1,572-62.6% | $2,586-77.3% | $2,471-76.2% |
| Participant deferral / active EE | $1,705 | $2,740-37.8% | $3,890-56.2% | $3,740-54.4% |
| Admin fee / account holder | $1,551 | $3,356-53.8% | $4,881-68.2% | $5,306-70.8% |