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 | $19,770 | $48,230-59.0% | $67,502-70.7% | $80,856-75.5% |
| Participation rate | 52.9% | 66.4%-13.5pp | 72.9%-20.0pp | 67.6%-14.8pp |
| Annual return | 13.31% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $863 | $2,020-57.3% | $2,731-68.4% | $2,755-68.7% |
| Participant deferral / active EE | $1,138 | $2,924-61.1% | $4,000-71.5% | $4,296-73.5% |
| Admin fee / account holder | $1,066 | $3,681-71.0% | $3,998-73.3% | $6,918-84.6% |