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 | $20,552 | $53,127-61.3% | $86,590-76.3% | $70,131-70.7% |
| Participation rate | 59.2% | 65.3%-6.1pp | 73.5%-14.4pp | 69.5%-10.4pp |
| Annual return | 13.93% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $464 | $2,068-77.6% | $2,839-83.7% | $2,342-80.2% |
| Participant deferral / active EE | $869 | $2,696-67.8% | $3,609-75.9% | $3,332-73.9% |
| Admin fee / account holder | $576 | $3,585-83.9% | $4,906-88.3% | $4,645-87.6% |