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 | $21,182 | $37,426-43.4% | $77,482-72.7% | $79,858-73.5% |
| Participation rate | 40.4% | 41.5%-1.1pp | 54.2%-13.8pp | 69.6%-29.2pp |
| Annual return | 13.51% | 39.70%-26.2pp | 54.79%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $142 | $637-77.7% | $986-85.6% | $2,471-94.3% |
| Participant deferral / active EE | $915 | $1,260-27.4% | $1,861-50.8% | $3,740-75.5% |
| Admin fee / account holder | $1,005 | $2,504-59.9% | $2,858-64.8% | $5,306-81.1% |