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 | $7,623 | $80,717-90.6% | $154,803-95.1% | $84,808-91.0% |
| Participation rate | 36.2% | 66.8%-30.6pp | 78.1%-41.9pp | 68.3%-32.1pp |
| Annual return | 13.44% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $571 | $2,761-79.3% | $4,305-86.7% | $2,631-78.3% |
| Participant deferral / active EE | $1,278 | $3,303-61.3% | $5,540-76.9% | $4,212-69.7% |
| Admin fee / account holder | $7,452 | $6,746+10.5% | $14,329-48.0% | $7,344+1.5% |