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 | $26,730 | $91,190-70.7% | $178,490-85.0% | $79,858-66.5% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 14.44% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $673 | $3,256-79.3% | $5,011-86.6% | $2,471-72.7% |
| Participant deferral / active EE | $1,072 | $3,236-66.9% | $5,202-79.4% | $3,740-71.3% |
| Admin fee / account holder | $1,185 | $6,751-82.4% | $13,984-91.5% | $5,306-77.7% |