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 | $51,873 | $91,190-43.1% | $178,490-70.9% | $79,858-35.0% |
| Participation rate | 49.2% | 69.2%-20.0pp | 81.9%-32.7pp | 69.6%-20.4pp |
| Annual return | 20.07% | 24.19%-4.1pp | 151.07%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $484 | $3,256-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $1,911 | $3,236-40.9% | $5,202-63.3% | $3,740-48.9% |
| Admin fee / account holder | $877 | $6,751-87.0% | $13,984-93.7% | $5,306-83.5% |