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 | $21,227 | $49,227-56.9% | $70,449-69.9% | $79,858-73.4% |
| Participation rate | 59.5% | 69.2%-9.6pp | 75.1%-15.5pp | 69.6%-10.1pp |
| Annual return | 15.60% | 30.06%-14.5pp | 109.03%-93.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $940 | $2,099-55.2% | $2,737-65.7% | $2,471-62.0% |
| Participant deferral / active EE | $1,627 | $2,768-41.2% | $3,709-56.1% | $3,740-56.5% |
| Admin fee / account holder | $2,279 | $2,878-20.8% | $3,845-40.7% | $5,306-57.1% |