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 | $25,936 | $84,233-69.2% | $170,442-84.8% | $70,131-63.0% |
| Participation rate | 45.3% | 70.8%-25.5pp | 83.6%-38.3pp | 69.5%-24.2pp |
| Annual return | 15.70% | 23.06%-7.4pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $943 | $3,387-72.2% | $5,433-82.6% | $2,342-59.7% |
| Participant deferral / active EE | $1,732 | $3,086-43.9% | $4,939-64.9% | $3,332-48.0% |
| Admin fee / account holder | $1,164 | $5,698-79.6% | $13,880-91.6% | $4,645-74.9% |