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 | $30,334 | $81,208-62.6% | $98,907-69.3% | $79,858-62.0% |
| Participation rate | 55.6% | 72.5%-17.0pp | 76.0%-20.5pp | 69.6%-14.1pp |
| Annual return | 19.24% | 60.99%-41.7pp | 196.43%-177.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $975 | $1,960-50.3% | $2,689-63.7% | $2,471-60.5% |
| Participant deferral / active EE | $2,690 | $3,265-17.6% | $4,244-36.6% | $3,740-28.1% |
| Admin fee / account holder | $566 | $6,013-90.6% | $6,642-91.5% | $5,306-89.3% |