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 | $24,381 | $71,050-65.7% | $93,606-74.0% | $80,856-69.8% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.6%-23.5pp |
| Annual return | 11.01% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $896 | $1,564-42.7% | $2,420-63.0% | $2,755-67.5% |
| Participant deferral / active EE | $1,948 | $4,034-51.7% | $4,411-55.8% | $4,296-54.7% |
| Admin fee / account holder | $576 | $6,945-91.7% | $8,285-93.0% | $6,918-91.7% |