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 | $16,912 | $84,233-79.9% | $170,442-90.1% | $70,131-75.9% |
| Participation rate | 46.5% | 70.8%-24.3pp | 83.6%-37.1pp | 69.5%-23.0pp |
| Annual return | 13.25% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $950 | $3,387-71.9% | $5,433-82.5% | $2,342-59.4% |
| Participant deferral / active EE | $2,517 | $3,086-18.4% | $4,939-49.0% | $3,332-24.5% |
| Admin fee / account holder | $1,057 | $5,698-81.5% | $13,880-92.4% | $4,645-77.3% |