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 | $23,689 | $58,828-59.7% | $77,999-69.6% | $62,891-62.3% |
| Participation rate | 56.3% | 71.1%-14.8pp | 75.5%-19.3pp | 69.3%-13.1pp |
| Annual return | 5.45% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $967 | $1,672-42.1% | $2,470-60.8% | $2,281-57.6% |
| Participant deferral / active EE | $1,540 | $2,686-42.6% | $3,497-56.0% | $3,203-51.9% |
| Admin fee / account holder | $884 | $4,393-79.9% | $5,480-83.9% | $4,296-79.4% |