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 | $15,185 | $77,634-80.4% | $156,549-90.3% | $62,891-75.9% |
| Participation rate | 61.1% | 71.2%-10.1pp | 84.0%-22.9pp | 69.3%-8.2pp |
| Annual return | 6.26% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $566 | $3,444-83.6% | $5,501-89.7% | $2,281-75.2% |
| Participant deferral / active EE | $1,332 | $3,045-56.3% | $4,871-72.7% | $3,203-58.4% |
| Admin fee / account holder | $2,146 | $5,561-61.4% | $13,027-83.5% | $4,296-50.0% |