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 | $19,954 | $77,634-74.3% | $156,549-87.3% | $62,891-68.3% |
| Participation rate | 34.7% | 71.2%-36.5pp | 84.0%-49.3pp | 69.3%-34.6pp |
| Annual return | 10.62% | 50.32%-39.7pp | 32.23%-21.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $904 | $3,444-73.7% | $5,501-83.6% | $2,281-60.4% |
| Participant deferral / active EE | $1,588 | $3,045-47.9% | $4,871-67.4% | $3,203-50.4% |
| Admin fee / account holder | $382 | $5,561-93.1% | $13,027-97.1% | $4,296-91.1% |