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 | $27,670 | $70,428-60.7% | $96,562-71.3% | $85,850-67.8% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 18.52% | 18.59%-0.1pp | 37.78%-19.3pp | 318.53%-300.0pp |
| Employer contribution / active EE | $696 | $1,413-50.7% | $2,356-70.4% | $2,565-72.9% |
| Participant deferral / active EE | $2,568 | $2,894-11.3% | $3,849-33.3% | $3,952-35.0% |
| Admin fee / account holder | $455 | $4,997-90.9% | $6,181-92.6% | $6,260-92.7% |