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 | $36,494 | $59,101-38.3% | $77,163-52.7% | $75,163-51.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 16.57% | 26.71%-10.1pp | 37.87%-21.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $585 | $1,995-70.7% | $2,535-76.9% | $2,670-78.1% |
| Participant deferral / active EE | $2,088 | $2,999-30.4% | $3,833-45.5% | $4,125-49.4% |
| Admin fee / account holder | $723 | $4,774-84.9% | $5,472-86.8% | $5,651-87.2% |