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 | $19,442 | $91,190-78.7% | $178,490-89.1% | $79,858-75.7% |
| Participation rate | 52.2% | 69.2%-17.0pp | 81.9%-29.7pp | 69.6%-17.5pp |
| Annual return | 16.31% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $816 | $3,256-74.9% | $5,011-83.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,447 | $3,236-55.3% | $5,202-72.2% | $3,740-61.3% |
| Admin fee / account holder | $1,963 | $6,751-70.9% | $13,984-86.0% | $5,306-63.0% |