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 | $22,620 | $43,723-48.3% | $121,196-81.3% | $64,186-64.8% |
| Participation rate | 40.6% | 58.3%-17.7pp | 71.7%-31.1pp | 69.6%-28.9pp |
| Annual return | 3.74% | 68.91%-65.2pp | 16.93%-13.2pp | 7.63%-3.9pp |
| Employer contribution / active EE | $618 | $1,296-52.3% | $4,022-84.6% | $2,381-74.0% |
| Participant deferral / active EE | $1,333 | $2,280-41.5% | $3,344-60.2% | $3,470-61.6% |
| Admin fee / account holder | $1,645 | $3,501-53.0% | $5,019-67.2% | $4,888-66.4% |