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 | $31,461 | $77,899-59.6% | $149,673-79.0% | $75,163-58.1% |
| Participation rate | 34.2% | 65.6%-31.3pp | 78.8%-44.5pp | 67.2%-32.9pp |
| Annual return | 16.68% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $832 | $3,137-73.5% | $4,818-82.7% | $2,670-68.8% |
| Participant deferral / active EE | $1,553 | $3,411-54.5% | $5,680-72.7% | $4,125-62.4% |
| Admin fee / account holder | $7,032 | $5,956+18.1% | $13,210-46.8% | $5,651+24.4% |