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 | $49,213 | $76,407-35.6% | $150,298-67.3% | $82,448-40.3% |
| Participation rate | 48.3% | 66.4%-18.1pp | 77.8%-29.5pp | 68.1%-19.8pp |
| Annual return | 14.84% | 39.99%-25.2pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $788 | $2,614-69.9% | $4,154-81.0% | $2,551-69.1% |
| Participant deferral / active EE | $2,676 | $3,214-16.7% | $5,453-50.9% | $4,139-35.3% |
| Admin fee / account holder | $930 | $6,352-85.4% | $14,116-93.4% | $7,234-87.1% |