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 | $30,347 | $77,314-60.7% | $177,989-83.0% | $80,856-62.5% |
| Participation rate | 53.8% | 65.7%-11.9pp | 77.1%-23.2pp | 67.6%-13.8pp |
| Annual return | 15.55% | 18.09%-2.5pp | 294.48%-278.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $860 | $2,292-62.5% | $3,949-78.2% | $2,755-68.8% |
| Participant deferral / active EE | $4,209 | $4,411-4.6% | $6,276-32.9% | $4,296-2.0% |
| Admin fee / account holder | $826 | $7,191-88.5% | $10,363-92.0% | $6,918-88.1% |