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 | $18,530 | $54,705-66.1% | $71,209-74.0% | $84,808-78.2% |
| Participation rate | 53.6% | 64.1%-10.5pp | 73.8%-20.2pp | 68.3%-14.7pp |
| Annual return | 16.97% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $605 | $2,158-72.0% | $2,721-77.8% | $2,631-77.0% |
| Participant deferral / active EE | $753 | $3,030-75.2% | $4,175-82.0% | $4,212-82.1% |
| Admin fee / account holder | $1,431 | $4,863-70.6% | $5,349-73.2% | $7,344-80.5% |