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 | $19,030 | $84,233-77.4% | $170,442-88.8% | $70,131-72.9% |
| Participation rate | 53.3% | 70.8%-17.5pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 20.50% | 23.06%-2.6pp | 205.93%-185.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $830 | $3,387-75.5% | $5,433-84.7% | $2,342-64.6% |
| Participant deferral / active EE | $1,365 | $3,086-55.8% | $4,939-72.4% | $3,332-59.0% |
| Admin fee / account holder | $317 | $5,698-94.4% | $13,880-97.7% | $4,645-93.2% |