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 | $40,403 | $77,899-48.1% | $149,673-73.0% | $75,163-46.2% |
| Participation rate | 35.1% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.1pp |
| Annual return | 18.06% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $831 | $3,137-73.5% | $4,818-82.8% | $2,670-68.9% |
| Participant deferral / active EE | $1,809 | $3,411-47.0% | $5,680-68.2% | $4,125-56.2% |
| Admin fee / account holder | $533 | $5,956-91.1% | $13,210-96.0% | $5,651-90.6% |