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 | $23,067 | $53,127-56.6% | $86,590-73.4% | $70,131-67.1% |
| Participation rate | 38.9% | 65.3%-26.4pp | 73.5%-34.7pp | 69.5%-30.7pp |
| Annual return | 15.45% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $365 | $2,068-82.3% | $2,839-87.1% | $2,342-84.4% |
| Participant deferral / active EE | $1,002 | $2,696-62.8% | $3,609-72.2% | $3,332-69.9% |
| Admin fee / account holder | $5,411 | $3,585+50.9% | $4,906+10.3% | $4,645+16.5% |