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 | $37,157 | $85,202-56.4% | $172,739-78.5% | $72,985-49.1% |
| Participation rate | 55.9% | 70.1%-14.1pp | 82.6%-26.7pp | 69.5%-13.6pp |
| Annual return | 16.61% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $531 | $3,324-84.0% | $5,143-89.7% | $2,440-78.3% |
| Participant deferral / active EE | $2,027 | $3,260-37.8% | $5,198-61.0% | $3,607-43.8% |
| Admin fee / account holder | $2,166 | $5,884-63.2% | $13,954-84.5% | $5,124-57.7% |