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 | $31,919 | $70,669-54.8% | $169,368-81.2% | $75,163-57.5% |
| Participation rate | 64.0% | 64.8%-0.8pp | 77.1%-13.1pp | 67.2%-3.2pp |
| Annual return | 17.56% | 36.36%-18.8pp | 405.60%-388.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $660 | $2,211-70.1% | $4,013-83.6% | $2,670-75.3% |
| Participant deferral / active EE | $2,866 | $4,311-33.5% | $6,221-53.9% | $4,125-30.5% |
| Admin fee / account holder | $322 | $5,402-94.0% | $9,003-96.4% | $5,651-94.3% |