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 | $28,479 | $91,190-68.8% | $178,490-84.0% | $79,858-64.3% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 15.25% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $563 | $3,256-82.7% | $5,011-88.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,100 | $3,236-66.0% | $5,202-78.9% | $3,740-70.6% |
| Admin fee / account holder | $3,193 | $6,751-52.7% | $13,984-77.2% | $5,306-39.8% |