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 | $13,808 | $48,076-71.3% | $78,689-82.5% | $62,891-78.0% |
| Participation rate | 61.8% | 65.2%-3.4pp | 73.6%-11.8pp | 69.3%-7.5pp |
| Annual return | 12.52% | 31.35%-18.8pp | 62.18%-49.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $738 | $2,015-63.4% | $2,851-74.1% | $2,281-67.7% |
| Participant deferral / active EE | $1,417 | $2,588-45.2% | $3,517-59.7% | $3,203-55.8% |
| Admin fee / account holder | $941 | $3,207-70.7% | $4,510-79.1% | $4,296-78.1% |