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 | $22,422 | $53,127-57.8% | $86,590-74.1% | $70,131-68.0% |
| Participation rate | 35.1% | 65.3%-30.2pp | 73.5%-38.4pp | 69.5%-34.4pp |
| Annual return | 13.24% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $408 | $2,068-80.3% | $2,839-85.6% | $2,342-82.6% |
| Participant deferral / active EE | $966 | $2,696-64.2% | $3,609-73.2% | $3,332-71.0% |
| Admin fee / account holder | $740 | $3,585-79.4% | $4,906-84.9% | $4,645-84.1% |