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 | $49,915-58.5% | $154,803-86.6% | $74,304-72.1% |
| Participation rate | 29.8% | 54.0%-24.2pp | 78.1%-48.3pp | 60.3%-30.6pp |
| Annual return | 15.93% | 34.06%-18.1pp | 58.88%-43.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $570 | $1,611-64.6% | $4,305-86.8% | $2,241-74.6% |
| Participant deferral / active EE | $977 | $2,255-56.7% | $5,540-82.4% | $3,767-74.1% |
| Admin fee / account holder | $592 | $2,189-73.0% | $14,329-95.9% | $2,969-80.1% |