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 | $20,800 | $53,127-60.8% | $86,590-76.0% | $70,131-70.3% |
| Participation rate | 68.0% | 65.3%+2.7pp | 73.5%-5.5pp | 69.5%-1.5pp |
| Annual return | 17.08% | 27.66%-10.6pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $696 | $2,068-66.3% | $2,839-75.5% | $2,342-70.3% |
| Participant deferral / active EE | $2,127 | $2,696-21.1% | $3,609-41.1% | $3,332-36.2% |
| Admin fee / account holder | $961 | $3,585-73.2% | $4,906-80.4% | $4,645-79.3% |