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 | $20,201 | $91,190-77.8% | $178,490-88.7% | $79,858-74.7% |
| Participation rate | 58.1% | 69.2%-11.1pp | 81.9%-23.9pp | 69.6%-11.6pp |
| Annual return | 13.43% | 24.19%-10.8pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $831 | $3,256-74.5% | $5,011-83.4% | $2,471-66.4% |
| Participant deferral / active EE | $1,524 | $3,236-52.9% | $5,202-70.7% | $3,740-59.3% |
| Admin fee / account holder | $1,719 | $6,751-74.5% | $13,984-87.7% | $5,306-67.6% |