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 | $24,571 | $77,899-68.5% | $149,673-83.6% | $75,163-67.3% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | 17.15% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $991 | $3,137-68.4% | $4,818-79.4% | $2,670-62.9% |
| Participant deferral / active EE | $1,336 | $3,411-60.8% | $5,680-76.5% | $4,125-67.6% |
| Admin fee / account holder | $1,345 | $5,956-77.4% | $13,210-89.8% | $5,651-76.2% |