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 | $19,025 | $63,861-70.2% | $104,607-81.8% | $79,858-76.2% |
| Participation rate | 54.8% | 64.9%-10.1pp | 74.1%-19.2pp | 69.6%-14.8pp |
| Annual return | 12.08% | 21.30%-9.2pp | 340.46%-328.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $480 | $1,588-69.8% | $2,681-82.1% | $2,471-80.6% |
| Participant deferral / active EE | $1,024 | $2,693-62.0% | $3,740-72.6% | $3,740-72.6% |
| Admin fee / account holder | $1,451 | $4,185-65.3% | $6,473-77.6% | $5,306-72.7% |