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 | $33,839 | $91,190-62.9% | $178,490-81.0% | $79,858-57.6% |
| Participation rate | 51.3% | 69.2%-17.9pp | 81.9%-30.6pp | 69.6%-18.4pp |
| Annual return | 14.27% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $965 | $3,256-70.4% | $5,011-80.7% | $2,471-61.0% |
| Participant deferral / active EE | $1,049 | $3,236-67.6% | $5,202-79.8% | $3,740-72.0% |
| Admin fee / account holder | $2,117 | $6,751-68.6% | $13,984-84.9% | $5,306-60.1% |