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 | $16,053 | $53,127-69.8% | $86,590-81.5% | $70,131-77.1% |
| Participation rate | 37.1% | 65.3%-28.2pp | 73.5%-36.4pp | 69.5%-32.4pp |
| Annual return | 24.03% | 27.66%-3.6pp | 964.84%-940.8pp | 73.14%-49.1pp |
| Employer contribution / active EE | $447 | $2,068-78.4% | $2,839-84.2% | $2,342-80.9% |
| Participant deferral / active EE | $1,738 | $2,696-35.5% | $3,609-51.8% | $3,332-47.8% |
| Admin fee / account holder | $716 | $3,585-80.0% | $4,906-85.4% | $4,645-84.6% |