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 | $36,234 | $53,127-31.8% | $86,590-58.2% | $70,131-48.3% |
| Participation rate | 36.0% | 65.3%-29.3pp | 73.5%-37.5pp | 69.5%-33.5pp |
| Annual return | 16.41% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $480 | $2,068-76.8% | $2,839-83.1% | $2,342-79.5% |
| Participant deferral / active EE | $924 | $2,696-65.7% | $3,609-74.4% | $3,332-72.3% |
| Admin fee / account holder | $2,541 | $3,585-29.1% | $4,906-48.2% | $4,645-45.3% |