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 | $22,047 | $58,208-62.1% | $81,812-73.1% | $80,856-72.7% |
| Participation rate | 42.6% | 63.4%-20.8pp | 72.3%-29.7pp | 67.6%-25.0pp |
| Annual return | 11.25% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $631 | $2,340-73.0% | $2,912-78.3% | $2,755-77.1% |
| Participant deferral / active EE | $1,007 | $3,281-69.3% | $4,319-76.7% | $4,296-76.6% |
| Admin fee / account holder | $1,489 | $4,981-70.1% | $7,386-79.8% | $6,918-78.5% |