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 | $12,800 | $77,899-83.6% | $149,673-91.4% | $75,163-83.0% |
| Participation rate | 49.3% | 65.6%-16.3pp | 78.8%-29.5pp | 67.2%-17.9pp |
| Annual return | 19.93% | 31.72%-11.8pp | 134.42%-114.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $799 | $3,137-74.5% | $4,818-83.4% | $2,670-70.1% |
| Participant deferral / active EE | $2,285 | $3,411-33.0% | $5,680-59.8% | $4,125-44.6% |
| Admin fee / account holder | $843 | $5,956-85.9% | $13,210-93.6% | $5,651-85.1% |