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 | $28,634 | $77,899-63.2% | $149,673-80.9% | $75,163-61.9% |
| Participation rate | 51.0% | 65.6%-14.5pp | 78.8%-27.7pp | 67.2%-16.2pp |
| Annual return | 16.19% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $713 | $3,137-77.3% | $4,818-85.2% | $2,670-73.3% |
| Participant deferral / active EE | $987 | $3,411-71.1% | $5,680-82.6% | $4,125-76.1% |
| Admin fee / account holder | $4,208 | $5,956-29.4% | $13,210-68.1% | $5,651-25.5% |