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 | $16,455 | $47,848-65.6% | $81,478-79.8% | $70,131-76.5% |
| Participation rate | 34.2% | 58.3%-24.0pp | 68.0%-33.7pp | 69.5%-35.3pp |
| Annual return | 18.14% | 27.25%-9.1pp | 38.78%-20.6pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $900 | $2,453-63.3% | $3,537-74.5% | $3,332-73.0% |
| Admin fee / account holder | $2,348 | $3,145-25.3% | $4,561-48.5% | $4,645-49.4% |