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 | $21,652 | $53,127-59.2% | $86,590-75.0% | $70,131-69.1% |
| Participation rate | 29.6% | 65.3%-35.7pp | 73.5%-43.9pp | 69.5%-39.9pp |
| Annual return | 16.36% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $298 | $2,068-85.6% | $2,839-89.5% | $2,342-87.3% |
| Participant deferral / active EE | $1,168 | $2,696-56.7% | $3,609-67.6% | $3,332-64.9% |
| Admin fee / account holder | $496 | $3,585-86.2% | $4,906-89.9% | $4,645-89.3% |