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 | $25,356 | $84,233-69.9% | $170,442-85.1% | $70,131-63.8% |
| Participation rate | 35.4% | 70.8%-35.4pp | 83.6%-48.2pp | 69.5%-34.2pp |
| Annual return | 15.29% | 23.06%-7.8pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $818 | $3,387-75.8% | $5,433-84.9% | $2,342-65.1% |
| Participant deferral / active EE | $1,524 | $3,086-50.6% | $4,939-69.1% | $3,332-54.3% |
| Admin fee / account holder | $1,095 | $5,698-80.8% | $13,880-92.1% | $4,645-76.4% |