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 | $21,305 | $48,364-55.9% | $71,796-70.3% | $62,891-66.1% |
| Participation rate | 53.1% | 60.6%-7.5pp | 69.1%-16.0pp | 69.3%-16.2pp |
| Annual return | 7.32% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $228 | $1,042-78.1% | $1,924-88.1% | $2,281-90.0% |
| Participant deferral / active EE | $1,045 | $2,091-50.0% | $2,794-62.6% | $3,203-67.4% |
| Admin fee / account holder | $532 | $3,771-85.9% | $4,815-89.0% | $4,296-87.6% |