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 | $33,315 | $77,634-57.1% | $156,549-78.7% | $62,891-47.0% |
| Participation rate | 24.1% | 71.2%-47.1pp | 84.0%-59.9pp | 69.3%-45.2pp |
| Annual return | 30.25% | 50.32%-20.1pp | 32.23%-2.0pp | 20.14%+10.1pp |
| Employer contribution / active EE | $462 | $3,444-86.6% | $5,501-91.6% | $2,281-79.7% |
| Participant deferral / active EE | $1,302 | $3,045-57.3% | $4,871-73.3% | $3,203-59.4% |
| Admin fee / account holder | $1,912 | $5,561-65.6% | $13,027-85.3% | $4,296-55.5% |