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 | $24,321 | $76,407-68.2% | $150,298-83.8% | $82,448-70.5% |
| Participation rate | 38.8% | 66.4%-27.6pp | 77.8%-39.0pp | 68.1%-29.3pp |
| Annual return | 21.78% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $533 | $2,614-79.6% | $4,154-87.2% | $2,551-79.1% |
| Participant deferral / active EE | $1,155 | $3,214-64.1% | $5,453-78.8% | $4,139-72.1% |
| Admin fee / account holder | $603 | $6,352-90.5% | $14,116-95.7% | $7,234-91.7% |