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 | $22,079 | $84,233-73.8% | $170,442-87.0% | $70,131-68.5% |
| Participation rate | 47.5% | 70.8%-23.3pp | 83.6%-36.1pp | 69.5%-22.0pp |
| Annual return | 16.76% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $747 | $3,387-77.9% | $5,433-86.2% | $2,342-68.1% |
| Participant deferral / active EE | $900 | $3,086-70.8% | $4,939-81.8% | $3,332-73.0% |
| Admin fee / account holder | $1,465 | $5,698-74.3% | $13,880-89.4% | $4,645-68.5% |