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 | $27,328 | $105,181-74.0% | $159,436-82.9% | $85,850-68.2% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.8%-22.4pp | 69.3%-8.8pp |
| Annual return | 15.24% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $809 | $3,318-75.6% | $4,829-83.2% | $2,565-68.4% |
| Participant deferral / active EE | $3,347 | $5,945-43.7% | $7,352-54.5% | $3,952-15.3% |
| Admin fee / account holder | $415 | $6,933-94.0% | $10,799-96.2% | $6,260-93.4% |