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 | $33,408 | $77,899-57.1% | $149,673-77.7% | $75,163-55.6% |
| Participation rate | 25.4% | 65.6%-40.2pp | 78.8%-53.3pp | 67.2%-41.8pp |
| Annual return | 16.23% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $524 | $3,137-83.3% | $4,818-89.1% | $2,670-80.4% |
| Participant deferral / active EE | $1,048 | $3,411-69.3% | $5,680-81.5% | $4,125-74.6% |
| Admin fee / account holder | $3,907 | $5,956-34.4% | $13,210-70.4% | $5,651-30.9% |