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 | $17,365 | $77,899-77.7% | $149,673-88.4% | $75,163-76.9% |
| Participation rate | 55.3% | 65.6%-10.3pp | 78.8%-23.5pp | 67.2%-11.9pp |
| Annual return | 16.81% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $904 | $3,137-71.2% | $4,818-81.2% | $2,670-66.2% |
| Participant deferral / active EE | $1,360 | $3,411-60.1% | $5,680-76.1% | $4,125-67.0% |
| Admin fee / account holder | $2,726 | $5,956-54.2% | $13,210-79.4% | $5,651-51.8% |