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 | $25,665 | $77,899-67.1% | $149,673-82.9% | $75,163-65.9% |
| Participation rate | 49.2% | 65.6%-16.3pp | 78.8%-29.5pp | 67.2%-18.0pp |
| Annual return | 13.70% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $876 | $3,137-72.1% | $4,818-81.8% | $2,670-67.2% |
| Participant deferral / active EE | $1,195 | $3,411-65.0% | $5,680-79.0% | $4,125-71.0% |
| Admin fee / account holder | $1,895 | $5,956-68.2% | $13,210-85.7% | $5,651-66.5% |