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 | $22,516 | $53,053-57.6% | $126,539-82.2% | $74,304-69.7% |
| Participation rate | 22.9% | 48.0%-25.2pp | 69.8%-46.9pp | 60.3%-37.5pp |
| Annual return | 17.34% | 29.46%-12.1pp | 425.95%-408.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $380 | $1,168-67.4% | $3,674-89.7% | $2,241-83.0% |
| Participant deferral / active EE | $1,270 | $2,303-44.8% | $4,083-68.9% | $3,767-66.3% |
| Admin fee / account holder | $1,509 | $3,698-59.2% | $6,065-75.1% | $2,969-49.2% |