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 | $21,037 | $80,717-73.9% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 18.0% | 66.8%-48.8pp | 78.1%-60.1pp | 68.3%-50.3pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $862 | $2,761-68.8% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $1,523 | $3,303-53.9% | $5,540-72.5% | $4,212-63.8% |
| Admin fee / account holder | $1,506 | $6,746-77.7% | $14,329-89.5% | $7,344-79.5% |