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 | $19,104 | $77,899-75.5% | $149,673-87.2% | $75,163-74.6% |
| Participation rate | 32.4% | 65.6%-33.1pp | 78.8%-46.3pp | 67.2%-34.8pp |
| Annual return | 13.91% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $504 | $3,137-83.9% | $4,818-89.5% | $2,670-81.1% |
| Participant deferral / active EE | $1,229 | $3,411-64.0% | $5,680-78.4% | $4,125-70.2% |
| Admin fee / account holder | $2,155 | $5,956-63.8% | $13,210-83.7% | $5,651-61.9% |