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 | $16,565 | $91,190-81.8% | $178,490-90.7% | $79,858-79.3% |
| Participation rate | 57.4% | 69.2%-11.8pp | 81.9%-24.6pp | 69.6%-12.3pp |
| Annual return | 18.58% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $772 | $3,256-76.3% | $5,011-84.6% | $2,471-68.7% |
| Participant deferral / active EE | $1,281 | $3,236-60.4% | $5,202-75.4% | $3,740-65.8% |
| Admin fee / account holder | $1,538 | $6,751-77.2% | $13,984-89.0% | $5,306-71.0% |