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 | $56,692 | $80,717-29.8% | $154,803-63.4% | $84,808-33.2% |
| Participation rate | 31.3% | 66.8%-35.5pp | 78.1%-46.7pp | 68.3%-37.0pp |
| Annual return | 16.61% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $381 | $2,761-86.2% | $4,305-91.2% | $2,631-85.5% |
| Participant deferral / active EE | $1,924 | $3,303-41.7% | $5,540-65.3% | $4,212-54.3% |
| Admin fee / account holder | $994 | $6,746-85.3% | $14,329-93.1% | $7,344-86.5% |