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 | $37,354 | $91,190-59.0% | $178,490-79.1% | $79,858-53.2% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 10.23% | 24.19%-14.0pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $729 | $3,256-77.6% | $5,011-85.4% | $2,471-70.5% |
| Participant deferral / active EE | $1,694 | $3,236-47.7% | $5,202-67.4% | $3,740-54.7% |
| Admin fee / account holder | $4,814 | $6,751-28.7% | $13,984-65.6% | $5,306-9.3% |