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 | $45,481 | $80,717-43.7% | $154,803-70.6% | $84,808-46.4% |
| Participation rate | 42.6% | 66.8%-24.3pp | 78.1%-35.5pp | 68.3%-25.8pp |
| Annual return | 14.64% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $903 | $2,761-67.3% | $4,305-79.0% | $2,631-65.7% |
| Participant deferral / active EE | $2,069 | $3,303-37.4% | $5,540-62.7% | $4,212-50.9% |
| Admin fee / account holder | $595 | $6,746-91.2% | $14,329-95.9% | $7,344-91.9% |