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 | $30,695 | $76,407-59.8% | $150,298-79.6% | $82,448-62.8% |
| Participation rate | 41.7% | 66.4%-24.7pp | 77.8%-36.1pp | 68.1%-26.4pp |
| Annual return | 16.76% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $469 | $2,614-82.1% | $4,154-88.7% | $2,551-81.6% |
| Participant deferral / active EE | $1,368 | $3,214-57.4% | $5,453-74.9% | $4,139-66.9% |
| Admin fee / account holder | $795 | $6,352-87.5% | $14,116-94.4% | $7,234-89.0% |