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 | $16,028 | $85,202-81.2% | $172,739-90.7% | $72,985-78.0% |
| Participation rate | 63.0% | 70.1%-7.1pp | 82.6%-19.7pp | 69.5%-6.5pp |
| Annual return | 24.72% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $917 | $3,324-72.4% | $5,143-82.2% | $2,440-62.4% |
| Participant deferral / active EE | $2,652 | $3,260-18.7% | $5,198-49.0% | $3,607-26.5% |
| Admin fee / account holder | $5,991 | $5,884+1.8% | $13,954-57.1% | $5,124+16.9% |