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 | $17,744 | $54,705-67.6% | $71,209-75.1% | $84,808-79.1% |
| Participation rate | 53.1% | 64.1%-10.9pp | 73.8%-20.6pp | 68.3%-15.2pp |
| Annual return | 17.31% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $412 | $2,158-80.9% | $2,721-84.9% | $2,631-84.3% |
| Participant deferral / active EE | $1,368 | $3,030-54.9% | $4,175-67.2% | $4,212-67.5% |
| Admin fee / account holder | $5,483 | $4,863+12.7% | $5,349+2.5% | $7,344-25.3% |