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 | $26,018 | $60,022-56.7% | $88,946-70.7% | $84,808-69.3% |
| Participation rate | 46.2% | 57.8%-11.7pp | 68.8%-22.7pp | 68.3%-22.2pp |
| Annual return | 17.68% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $971 | $1,703-42.9% | $2,555-62.0% | $2,631-63.1% |
| Participant deferral / active EE | $1,557 | $3,114-50.0% | $4,581-66.0% | $4,212-63.0% |
| Admin fee / account holder | $2,002 | $4,811-58.4% | $8,261-75.8% | $7,344-72.7% |