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 | $80,717-69.9% | $154,803-84.3% | $84,808-71.3% |
| Participation rate | 38.8% | 66.8%-28.0pp | 78.1%-39.3pp | 68.3%-29.5pp |
| Annual return | 21.78% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $533 | $2,761-80.7% | $4,305-87.6% | $2,631-79.7% |
| Participant deferral / active EE | $1,155 | $3,303-65.0% | $5,540-79.2% | $4,212-72.6% |
| Admin fee / account holder | $603 | $6,746-91.1% | $14,329-95.8% | $7,344-91.8% |