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 | $13,460 | $37,426-64.0% | $77,482-82.6% | $79,858-83.1% |
| Participation rate | 36.4% | 41.5%-5.1pp | 54.2%-17.8pp | 69.6%-33.3pp |
| Annual return | 15.27% | 39.70%-24.4pp | 54.79%-39.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $379 | $637-40.5% | $986-61.6% | $2,471-84.7% |
| Participant deferral / active EE | $559 | $1,260-55.6% | $1,861-70.0% | $3,740-85.1% |
| Admin fee / account holder | $827 | $2,504-67.0% | $2,858-71.1% | $5,306-84.4% |