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 | $18,745 | $91,190-79.4% | $178,490-89.5% | $79,858-76.5% |
| Participation rate | 45.9% | 69.2%-23.3pp | 81.9%-36.0pp | 69.6%-23.7pp |
| Annual return | 13.16% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $722 | $3,256-77.8% | $5,011-85.6% | $2,471-70.8% |
| Participant deferral / active EE | $1,682 | $3,236-48.0% | $5,202-67.7% | $3,740-55.0% |
| Admin fee / account holder | $2,558 | $6,751-62.1% | $13,984-81.7% | $5,306-51.8% |