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 | $22,571 | $77,634-70.9% | $156,549-85.6% | $62,891-64.1% |
| Participation rate | 56.8% | 71.2%-14.4pp | 84.0%-27.3pp | 69.3%-12.5pp |
| Annual return | 7.59% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $405 | $3,444-88.2% | $5,501-92.6% | $2,281-82.2% |
| Participant deferral / active EE | $2,079 | $3,045-31.7% | $4,871-57.3% | $3,203-35.1% |
| Admin fee / account holder | $1,139 | $5,561-79.5% | $13,027-91.3% | $4,296-73.5% |