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 | $20,319 | $48,364-58.0% | $71,796-71.7% | $62,891-67.7% |
| Participation rate | 40.7% | 60.6%-19.9pp | 69.1%-28.4pp | 69.3%-28.6pp |
| Annual return | 7.87% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $660 | $1,042-36.6% | $1,924-65.7% | $2,281-71.1% |
| Participant deferral / active EE | $1,407 | $2,091-32.7% | $2,794-49.6% | $3,203-56.1% |
| Admin fee / account holder | $5,306 | $3,771+40.7% | $4,815+10.2% | $4,296+23.5% |