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 | $17,192 | $61,272-71.9% | $149,673-88.5% | $71,457-75.9% |
| Participation rate | 35.1% | 62.5%-27.4pp | 78.8%-43.6pp | 67.9%-32.8pp |
| Annual return | 18.74% | 35.85%-17.1pp | 134.42%-115.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $808 | $2,378-66.0% | $4,818-83.2% | $2,588-68.8% |
| Participant deferral / active EE | $1,540 | $2,917-47.2% | $5,680-72.9% | $4,289-64.1% |
| Admin fee / account holder | $1,068 | $1,261-15.4% | $13,210-91.9% | $1,587-32.7% |