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 | $16,420 | $84,233-80.5% | $170,442-90.4% | $70,131-76.6% |
| Participation rate | 59.5% | 70.8%-11.4pp | 83.6%-24.1pp | 69.5%-10.1pp |
| Annual return | 22.91% | 23.06%-0.1pp | 205.93%-183.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $910 | $3,387-73.1% | $5,433-83.3% | $2,342-61.2% |
| Participant deferral / active EE | $2,592 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $421 | $5,698-92.6% | $13,880-97.0% | $4,645-90.9% |