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 | $25,429 | $61,272-58.5% | $149,673-83.0% | $71,457-64.4% |
| Participation rate | 26.6% | 62.5%-36.0pp | 78.8%-52.2pp | 67.9%-41.4pp |
| Annual return | 16.97% | 35.85%-18.9pp | 134.42%-117.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $774 | $2,378-67.4% | $4,818-83.9% | $2,588-70.1% |
| Participant deferral / active EE | $1,034 | $2,917-64.5% | $5,680-81.8% | $4,289-75.9% |
| Admin fee / account holder | $7,269 | $1,261+476.3% | $13,210-45.0% | $1,587+357.9% |