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 | $17,329 | $77,899-77.8% | $149,673-88.4% | $75,163-76.9% |
| Participation rate | 39.3% | 65.6%-26.3pp | 78.8%-39.4pp | 67.2%-27.9pp |
| Annual return | 21.27% | 31.72%-10.5pp | 134.42%-113.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $402 | $3,137-87.2% | $4,818-91.7% | $2,670-84.9% |
| Participant deferral / active EE | $1,155 | $3,411-66.1% | $5,680-79.7% | $4,125-72.0% |
| Admin fee / account holder | $955 | $5,956-84.0% | $13,210-92.8% | $5,651-83.1% |