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 | $15,750 | $95,416-83.5% | $185,823-91.5% | $85,850-81.7% |
| Participation rate | 61.8% | 68.8%-6.9pp | 81.7%-19.9pp | 69.3%-7.5pp |
| Annual return | 14.06% | 23.59%-9.5pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $815 | $3,314-75.4% | $5,167-84.2% | $2,565-68.2% |
| Participant deferral / active EE | $1,597 | $3,423-53.4% | $5,568-71.3% | $3,952-59.6% |
| Admin fee / account holder | $2,937 | $7,213-59.3% | $16,237-81.9% | $6,260-53.1% |