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 | $48,050 | $87,540-45.1% | $75,781-36.6% | $125,391-61.7% |
| Participation rate | 42.1% | 80.2%-38.1pp | 75.8%-33.7pp | 83.2%-41.1pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $841 | $3,930-78.6% | $3,323-74.7% | $4,866-82.7% |
| Participant deferral / active EE | $2,720 | $4,229-35.7% | $3,651-25.5% | $5,352-49.2% |
| Admin fee / account holder | $497 | $6,502-92.4% | $5,299-90.6% | $9,540-94.8% |