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 | $18,024 | $77,899-76.9% | $149,673-88.0% | $75,163-76.0% |
| Participation rate | 64.7% | 65.6%-0.9pp | 78.8%-14.1pp | 67.2%-2.5pp |
| Annual return | 18.32% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $998 | $3,137-68.2% | $4,818-79.3% | $2,670-62.6% |
| Participant deferral / active EE | $1,906 | $3,411-44.1% | $5,680-66.4% | $4,125-53.8% |
| Admin fee / account holder | $1,655 | $5,956-72.2% | $13,210-87.5% | $5,651-70.7% |