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 | $27,777 | $77,899-64.3% | $149,673-81.4% | $75,163-63.0% |
| Participation rate | 49.3% | 65.6%-16.3pp | 78.8%-29.5pp | 67.2%-17.9pp |
| Annual return | 16.26% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $566 | $3,137-82.0% | $4,818-88.3% | $2,670-78.8% |
| Participant deferral / active EE | $1,444 | $3,411-57.7% | $5,680-74.6% | $4,125-65.0% |
| Admin fee / account holder | $569 | $5,956-90.4% | $13,210-95.7% | $5,651-89.9% |