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 | $20,252 | $65,395-69.0% | $182,532-88.9% | $72,985-72.3% |
| Participation rate | 34.3% | 65.4%-31.2pp | 78.0%-43.7pp | 69.5%-35.2pp |
| Annual return | 19.72% | 27.68%-8.0pp | 148.54%-128.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $366 | $1,911-80.9% | $4,076-91.0% | $2,440-85.0% |
| Participant deferral / active EE | $1,655 | $3,563-53.6% | $5,524-70.0% | $3,607-54.1% |
| Admin fee / account holder | $2,262 | $4,245-46.7% | $8,592-73.7% | $5,124-55.9% |