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 | $28,651 | $95,416-70.0% | $185,823-84.6% | $85,850-66.6% |
| Participation rate | 54.1% | 68.8%-14.6pp | 81.7%-27.6pp | 69.3%-15.2pp |
| Annual return | 15.16% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $831 | $3,314-74.9% | $5,167-83.9% | $2,565-67.6% |
| Participant deferral / active EE | $1,247 | $3,423-63.6% | $5,568-77.6% | $3,952-68.4% |
| Admin fee / account holder | $1,010 | $7,213-86.0% | $16,237-93.8% | $6,260-83.9% |