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 | $25,816 | $53,127-51.4% | $86,590-70.2% | $70,131-63.2% |
| Participation rate | 58.1% | 65.3%-7.2pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 14.49% | 27.66%-13.2pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $489 | $2,068-76.4% | $2,839-82.8% | $2,342-79.1% |
| Participant deferral / active EE | $1,357 | $2,696-49.7% | $3,609-62.4% | $3,332-59.3% |
| Admin fee / account holder | $3,796 | $3,585+5.9% | $4,906-22.6% | $4,645-18.3% |