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 | $33,631 | $77,634-56.7% | $156,549-78.5% | $62,891-46.5% |
| Participation rate | 54.0% | 71.2%-17.2pp | 84.0%-30.0pp | 69.3%-15.3pp |
| Annual return | 6.28% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $413 | $3,444-88.0% | $5,501-92.5% | $2,281-81.9% |
| Participant deferral / active EE | $3,539 | $3,045+16.2% | $4,871-27.3% | $3,203+10.5% |
| Admin fee / account holder | $6,340 | $5,561+14.0% | $13,027-51.3% | $4,296+47.6% |