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 | $15,980 | $90,503-82.3% | $78,689-79.7% | $273,961-94.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 18.12% | 75.60%-57.5pp | 62.18%-44.1pp | 41.45%-23.3pp |
| Employer contribution / active EE | $760 | $3,176-76.1% | $2,851-73.4% | $4,869-84.4% |
| Participant deferral / active EE | $1,519 | $3,901-61.1% | $3,517-56.8% | $5,287-71.3% |
| Admin fee / account holder | $1,646 | $5,263-68.7% | $4,510-63.5% | $10,132-83.8% |