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 | $46,246 | $80,717-42.7% | $154,803-70.1% | $84,808-45.5% |
| Participation rate | 46.0% | 66.8%-20.8pp | 78.1%-32.0pp | 68.3%-22.3pp |
| Annual return | 14.66% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $639 | $2,761-76.9% | $4,305-85.2% | $2,631-75.7% |
| Participant deferral / active EE | $1,373 | $3,303-58.4% | $5,540-75.2% | $4,212-67.4% |
| Admin fee / account holder | $1,061 | $6,746-84.3% | $14,329-92.6% | $7,344-85.6% |