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 | $26,214 | $81,248-67.7% | $155,509-83.1% | $80,856-67.6% |
| Participation rate | 65.6% | 66.2%-0.6pp | 78.2%-12.6pp | 67.6%-2.0pp |
| Annual return | 12.77% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $983 | $3,100-68.3% | $4,672-79.0% | $2,755-64.3% |
| Participant deferral / active EE | $1,829 | $3,452-47.0% | $5,626-67.5% | $4,296-57.4% |
| Admin fee / account holder | $309 | $7,997-96.1% | $15,912-98.1% | $6,918-95.5% |