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 | $29,537 | $101,069-70.8% | $81,478-63.7% | $147,584-80.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 17.57% | 32.40%-14.8pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $490 | $3,205-84.7% | $2,568-80.9% | $4,876-89.9% |
| Participant deferral / active EE | $1,406 | $4,242-66.9% | $3,537-60.3% | $5,439-74.2% |
| Admin fee / account holder | $845 | $5,812-85.5% | $4,561-81.5% | $10,885-92.2% |