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 | $25,615 | $91,190-71.9% | $178,490-85.6% | $79,858-67.9% |
| Participation rate | 44.3% | 69.2%-24.9pp | 81.9%-37.7pp | 69.6%-25.4pp |
| Annual return | 14.84% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $943 | $3,256-71.0% | $5,011-81.2% | $2,471-61.8% |
| Participant deferral / active EE | $1,792 | $3,236-44.6% | $5,202-65.5% | $3,740-52.1% |
| Admin fee / account holder | $823 | $6,751-87.8% | $13,984-94.1% | $5,306-84.5% |