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 | $19,508 | $55,453-64.8% | $170,442-88.6% | $62,292-68.7% |
| Participation rate | 48.7% | 66.4%-17.7pp | 83.6%-34.9pp | 69.5%-20.8pp |
| Annual return | 13.00% | 21.38%-8.4pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $522 | $2,164-75.9% | $5,433-90.4% | $2,042-74.4% |
| Participant deferral / active EE | $773 | $2,303-66.4% | $4,939-84.3% | $3,169-75.6% |
| Admin fee / account holder | $687 | $455+51.1% | $13,880-95.0% | $479+43.4% |