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 | $14,791 | $77,899-81.0% | $149,673-90.1% | $75,163-80.3% |
| Participation rate | 52.6% | 65.6%-12.9pp | 78.8%-26.1pp | 67.2%-14.6pp |
| Annual return | 26.32% | 31.72%-5.4pp | 134.42%-108.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $796 | $3,137-74.6% | $4,818-83.5% | $2,670-70.2% |
| Participant deferral / active EE | $878 | $3,411-74.2% | $5,680-84.5% | $4,125-78.7% |
| Admin fee / account holder | $1,526 | $5,956-74.4% | $13,210-88.5% | $5,651-73.0% |