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 | $44,866 | $80,968-44.6% | $96,544-53.5% | $75,163-40.3% |
| Participation rate | 53.6% | 71.8%-18.2pp | 76.0%-22.4pp | 67.2%-13.6pp |
| Annual return | 13.65% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $750 | $2,282-67.1% | $2,965-74.7% | $2,670-71.9% |
| Participant deferral / active EE | $3,656 | $3,928-6.9% | $4,851-24.6% | $4,125-11.4% |
| Admin fee / account holder | $2,194 | $6,724-67.4% | $8,252-73.4% | $5,651-61.2% |