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 | $22,128 | $63,346-65.1% | $92,233-76.0% | $70,131-68.4% |
| Participation rate | 24.2% | 68.7%-44.4pp | 76.5%-52.2pp | 69.5%-45.3pp |
| Annual return | 14.57% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $765 | $2,471-69.0% | $3,679-79.2% | $2,342-67.3% |
| Participant deferral / active EE | $1,550 | $2,854-45.7% | $3,897-60.2% | $3,332-53.5% |
| Admin fee / account holder | $1,684 | $3,840-56.1% | $5,194-67.6% | $4,645-63.7% |