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 | $21,741 | $84,233-74.2% | $170,442-87.2% | $70,131-69.0% |
| Participation rate | 31.3% | 70.8%-39.6pp | 83.6%-52.3pp | 69.5%-38.3pp |
| Annual return | 15.29% | 23.06%-7.8pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $607 | $3,387-82.1% | $5,433-88.8% | $2,342-74.1% |
| Participant deferral / active EE | $1,074 | $3,086-65.2% | $4,939-78.3% | $3,332-67.8% |
| Admin fee / account holder | $959 | $5,698-83.2% | $13,880-93.1% | $4,645-79.4% |