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 | $19,901 | $84,233-76.4% | $170,442-88.3% | $70,131-71.6% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 16.53% | 23.06%-6.5pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $731 | $3,387-78.4% | $5,433-86.6% | $2,342-68.8% |
| Participant deferral / active EE | $1,404 | $3,086-54.5% | $4,939-71.6% | $3,332-57.9% |
| Admin fee / account holder | $482 | $5,698-91.5% | $13,880-96.5% | $4,645-89.6% |