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 | $15,791 | $91,190-82.7% | $178,490-91.2% | $79,858-80.2% |
| Participation rate | 41.7% | 69.2%-27.5pp | 81.9%-40.3pp | 69.6%-28.0pp |
| Annual return | 16.55% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $709 | $3,256-78.2% | $5,011-85.8% | $2,471-71.3% |
| Participant deferral / active EE | $1,056 | $3,236-67.4% | $5,202-79.7% | $3,740-71.8% |
| Admin fee / account holder | $1,751 | $6,751-74.1% | $13,984-87.5% | $5,306-67.0% |