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 | $15,725 | $53,127-70.4% | $86,590-81.8% | $70,131-77.6% |
| Participation rate | 39.6% | 65.3%-25.7pp | 73.5%-33.9pp | 69.5%-29.9pp |
| Annual return | 17.20% | 27.66%-10.5pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $576 | $2,068-72.1% | $2,839-79.7% | $2,342-75.4% |
| Participant deferral / active EE | $1,503 | $2,696-44.2% | $3,609-58.3% | $3,332-54.9% |
| Admin fee / account holder | $2,575 | $3,585-28.2% | $4,906-47.5% | $4,645-44.6% |