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 | $58,643 | $90,503-35.2% | $78,689-25.5% | $273,961-78.6% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 6.42% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $339 | $3,176-89.3% | $2,851-88.1% | $4,869-93.0% |
| Participant deferral / active EE | $3,000 | $3,901-23.1% | $3,517-14.7% | $5,287-43.3% |
| Admin fee / account holder | $338 | $5,263-93.6% | $4,510-92.5% | $10,132-96.7% |