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 | $20,172 | $77,899-74.1% | $149,673-86.5% | $75,163-73.2% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-19.9pp | 67.2%-8.4pp |
| Annual return | 27.54% | 31.72%-4.2pp | 134.42%-106.9pp | 160.62%-133.1pp |
| Employer contribution / active EE | $843 | $3,137-73.1% | $4,818-82.5% | $2,670-68.4% |
| Participant deferral / active EE | $1,727 | $3,411-49.4% | $5,680-69.6% | $4,125-58.1% |
| Admin fee / account holder | $305 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |