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 | $24,247 | $53,127-54.4% | $86,590-72.0% | $70,131-65.4% |
| Participation rate | 28.9% | 65.3%-36.4pp | 73.5%-44.6pp | 69.5%-40.6pp |
| Annual return | 15.62% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $567 | $2,068-72.6% | $2,839-80.0% | $2,342-75.8% |
| Participant deferral / active EE | $1,654 | $2,696-38.6% | $3,609-54.2% | $3,332-50.4% |
| Admin fee / account holder | $1,692 | $3,585-52.8% | $4,906-65.5% | $4,645-63.6% |