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 | $18,418 | $55,706-66.9% | $75,886-75.7% | $72,985-74.8% |
| Participation rate | 34.0% | 61.1%-27.1pp | 69.3%-35.3pp | 69.5%-35.5pp |
| Annual return | 17.56% | 27.59%-10.0pp | 30.76%-13.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $992 | $2,634-62.3% | $3,603-72.5% | $3,607-72.5% |
| Admin fee / account holder | $1,344 | $3,978-66.2% | $5,418-75.2% | $5,124-73.8% |