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 | $23,221 | $65,365-64.5% | $92,893-75.0% | $72,985-68.2% |
| Participation rate | 56.5% | 68.3%-11.8pp | 76.0%-19.5pp | 69.5%-13.0pp |
| Annual return | 23.14% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $736 | $2,594-71.6% | $3,653-79.9% | $2,440-69.8% |
| Participant deferral / active EE | $1,493 | $3,128-52.3% | $4,236-64.8% | $3,607-58.6% |
| Admin fee / account holder | $1,712 | $4,251-59.7% | $5,794-70.4% | $5,124-66.6% |