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 | $36,902 | $83,369-55.7% | $105,223-64.9% | $67,986-45.7% |
| Participation rate | 51.2% | 56.3%-5.0pp | 75.0%-23.8pp | 57.2%-6.0pp |
| Annual return | 18.18% | 24.64%-6.5pp | 180.65%-162.5pp | 31.67%-13.5pp |
| Employer contribution / active EE | $930 | $2,541-63.4% | $3,689-74.8% | $2,019-53.9% |
| Participant deferral / active EE | $1,849 | $3,295-43.9% | $5,072-63.5% | $3,358-44.9% |
| Admin fee / account holder | $3,350 | $4,073-17.8% | $8,859-62.2% | $3,203+4.6% |