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 | $23,644 | $37,426-36.8% | $77,482-69.5% | $79,858-70.4% |
| Participation rate | 30.3% | 41.5%-11.2pp | 54.2%-23.9pp | 69.6%-39.3pp |
| Annual return | 15.96% | 39.70%-23.7pp | 54.79%-38.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $146 | $637-77.1% | $986-85.2% | $2,471-94.1% |
| Participant deferral / active EE | $644 | $1,260-48.9% | $1,861-65.4% | $3,740-82.8% |
| Admin fee / account holder | $781 | $2,504-68.8% | $2,858-72.7% | $5,306-85.3% |