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 | $12,621 | $49,915-74.7% | $154,803-91.8% | $74,304-83.0% |
| Participation rate | 23.9% | 54.0%-30.0pp | 78.1%-54.1pp | 60.3%-36.4pp |
| Annual return | 17.05% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $524 | $1,611-67.5% | $4,305-87.8% | $2,241-76.6% |
| Participant deferral / active EE | $624 | $2,255-72.3% | $5,540-88.7% | $3,767-83.4% |
| Admin fee / account holder | $979 | $2,189-55.3% | $14,329-93.2% | $2,969-67.0% |