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 | $24,603 | $53,018-53.6% | $70,014-64.9% | $62,891-60.9% |
| Participation rate | 49.3% | 67.2%-18.0pp | 71.8%-22.6pp | 69.3%-20.1pp |
| Annual return | 5.56% | 13.35%-7.8pp | 12.99%-7.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $545 | $1,799-69.7% | $2,338-76.7% | $2,281-76.1% |
| Participant deferral / active EE | $1,763 | $2,395-26.4% | $2,931-39.9% | $3,203-45.0% |
| Admin fee / account holder | $450 | $3,690-87.8% | $4,380-89.7% | $4,296-89.5% |