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 | $19,143 | $110,502-82.7% | $80,716-76.3% | $167,490-88.6% |
| Participation rate | 47.8% | 64.0%-16.1pp | 54.2%-6.3pp | 82.1%-34.3pp |
| Annual return | 15.65% | 120.54%-104.9pp | 87.28%-71.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $155 | $1,543-90.0% | $1,160-86.7% | $4,837-96.8% |
| Participant deferral / active EE | $1,546 | $2,871-46.2% | $2,146-28.0% | $6,341-75.6% |
| Admin fee / account holder | $6,557 | $4,545+44.3% | $3,380+94.0% | $12,309-46.7% |