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 | $17,352 | $37,426-53.6% | $77,482-77.6% | $79,858-78.3% |
| Participation rate | 32.1% | 41.5%-9.4pp | 54.2%-22.1pp | 69.6%-37.6pp |
| Annual return | 18.75% | 39.70%-20.9pp | 54.79%-36.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $495 | $637-22.3% | $986-49.8% | $2,471-80.0% |
| Participant deferral / active EE | $753 | $1,260-40.2% | $1,861-59.5% | $3,740-79.9% |
| Admin fee / account holder | $2,308 | $2,504-7.8% | $2,858-19.2% | $5,306-56.5% |