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 | $20,098 | $59,101-66.0% | $77,163-74.0% | $75,163-73.3% |
| Participation rate | 46.3% | 63.9%-17.6pp | 69.6%-23.3pp | 67.2%-20.9pp |
| Annual return | 19.81% | 26.71%-6.9pp | 37.87%-18.1pp | 160.62%-140.8pp |
| Employer contribution / active EE | $792 | $1,995-60.3% | $2,535-68.7% | $2,670-70.3% |
| Participant deferral / active EE | $2,330 | $2,999-22.3% | $3,833-39.2% | $4,125-43.5% |
| Admin fee / account holder | $1,975 | $4,774-58.6% | $5,472-63.9% | $5,651-65.0% |