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 | $25,314 | $77,899-67.5% | $149,673-83.1% | $75,163-66.3% |
| Participation rate | 53.2% | 65.6%-12.3pp | 78.8%-25.5pp | 67.2%-13.9pp |
| Annual return | 14.48% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $777 | $3,137-75.2% | $4,818-83.9% | $2,670-70.9% |
| Participant deferral / active EE | $1,263 | $3,411-63.0% | $5,680-77.8% | $4,125-69.4% |
| Admin fee / account holder | $1,014 | $5,956-83.0% | $13,210-92.3% | $5,651-82.0% |