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 | $18,722 | $37,426-50.0% | $77,482-75.8% | $79,858-76.6% |
| Participation rate | 34.0% | 41.5%-7.5pp | 54.2%-20.2pp | 69.6%-35.6pp |
| Annual return | 19.21% | 39.70%-20.5pp | 54.79%-35.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $501 | $637-21.3% | $986-49.2% | $2,471-79.7% |
| Participant deferral / active EE | $886 | $1,260-29.6% | $1,861-52.4% | $3,740-76.3% |
| Admin fee / account holder | $301 | $2,504-88.0% | $2,858-89.5% | $5,306-94.3% |