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 | $26,901 | $77,899-65.5% | $149,673-82.0% | $75,163-64.2% |
| Participation rate | 63.9% | 65.6%-1.7pp | 78.8%-14.9pp | 67.2%-3.3pp |
| Annual return | 23.22% | 31.72%-8.5pp | 134.42%-111.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $377 | $3,137-88.0% | $4,818-92.2% | $2,670-85.9% |
| Participant deferral / active EE | $1,768 | $3,411-48.2% | $5,680-68.9% | $4,125-57.1% |
| Admin fee / account holder | $2,735 | $5,956-54.1% | $13,210-79.3% | $5,651-51.6% |