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 | $37,812 | $81,248-53.5% | $155,509-75.7% | $80,856-53.2% |
| Participation rate | 28.1% | 66.2%-38.2pp | 78.2%-50.1pp | 67.6%-39.6pp |
| Annual return | 12.29% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $475 | $3,100-84.7% | $4,672-89.8% | $2,755-82.8% |
| Participant deferral / active EE | $949 | $3,452-72.5% | $5,626-83.1% | $4,296-77.9% |
| Admin fee / account holder | $3,280 | $7,997-59.0% | $15,912-79.4% | $6,918-52.6% |