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 | $20,521 | $81,248-74.7% | $155,509-86.8% | $80,856-74.6% |
| Participation rate | 46.4% | 66.2%-19.8pp | 78.2%-31.8pp | 67.6%-21.2pp |
| Annual return | 21.08% | 33.31%-12.2pp | 64.67%-43.6pp | 35.59%-14.5pp |
| Employer contribution / active EE | $958 | $3,100-69.1% | $4,672-79.5% | $2,755-65.2% |
| Participant deferral / active EE | $2,561 | $3,452-25.8% | $5,626-54.5% | $4,296-40.4% |
| Admin fee / account holder | $4,402 | $7,997-45.0% | $15,912-72.3% | $6,918-36.4% |