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 | $29,447 | $91,190-67.7% | $178,490-83.5% | $79,858-63.1% |
| Participation rate | 39.7% | 69.2%-29.5pp | 81.9%-42.2pp | 69.6%-29.9pp |
| Annual return | 17.08% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $719 | $3,256-77.9% | $5,011-85.7% | $2,471-70.9% |
| Participant deferral / active EE | $1,082 | $3,236-66.6% | $5,202-79.2% | $3,740-71.1% |
| Admin fee / account holder | $1,442 | $6,751-78.6% | $13,984-89.7% | $5,306-72.8% |