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 | $20,702 | $45,343-54.3% | $150,298-86.2% | $67,986-69.6% |
| Participation rate | 29.8% | 51.9%-22.1pp | 77.8%-48.0pp | 57.2%-27.4pp |
| Annual return | 15.93% | 33.28%-17.3pp | 62.79%-46.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $570 | $1,462-61.0% | $4,154-86.3% | $2,019-71.7% |
| Participant deferral / active EE | $977 | $2,055-52.5% | $5,453-82.1% | $3,358-70.9% |
| Admin fee / account holder | $592 | $2,250-73.7% | $14,116-95.8% | $3,203-81.5% |