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 | $22,486 | $91,190-75.3% | $178,490-87.4% | $79,858-71.8% |
| Participation rate | 61.9% | 69.2%-7.3pp | 81.9%-20.0pp | 69.6%-7.7pp |
| Annual return | 13.63% | 24.19%-10.6pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $563 | $3,256-82.7% | $5,011-88.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,344 | $3,236-58.5% | $5,202-74.2% | $3,740-64.1% |
| Admin fee / account holder | $375 | $6,751-94.4% | $13,984-97.3% | $5,306-92.9% |