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 | $31,530 | $91,190-65.4% | $178,490-82.3% | $79,858-60.5% |
| Participation rate | 47.7% | 69.2%-21.5pp | 81.9%-34.2pp | 69.6%-21.9pp |
| Annual return | 10.77% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $380 | $3,256-88.3% | $5,011-92.4% | $2,471-84.6% |
| Participant deferral / active EE | $922 | $3,236-71.5% | $5,202-82.3% | $3,740-75.3% |
| Admin fee / account holder | $370 | $6,751-94.5% | $13,984-97.4% | $5,306-93.0% |