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 | $24,497 | $55,453-55.8% | $170,442-85.6% | $62,292-60.7% |
| Participation rate | 45.8% | 66.4%-20.6pp | 83.6%-37.8pp | 69.5%-23.7pp |
| Annual return | 18.76% | 21.38%-2.6pp | 205.93%-187.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $293 | $2,164-86.5% | $5,433-94.6% | $2,042-85.7% |
| Participant deferral / active EE | $2,178 | $2,303-5.4% | $4,939-55.9% | $3,169-31.3% |
| Admin fee / account holder | $695 | $455+52.8% | $13,880-95.0% | $479+45.0% |