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 | $21,403 | $77,634-72.4% | $156,549-86.3% | $62,891-66.0% |
| Participation rate | 48.8% | 71.2%-22.4pp | 84.0%-35.2pp | 69.3%-20.5pp |
| Annual return | 7.11% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $575 | $3,444-83.3% | $5,501-89.6% | $2,281-74.8% |
| Participant deferral / active EE | $1,150 | $3,045-62.2% | $4,871-76.4% | $3,203-64.1% |
| Admin fee / account holder | $470 | $5,561-91.6% | $13,027-96.4% | $4,296-89.1% |