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 | $80,717-62.0% | $154,803-80.2% | $84,808-63.8% |
| Participation rate | 41.7% | 66.8%-25.1pp | 78.1%-36.4pp | 68.3%-26.6pp |
| Annual return | 16.76% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $469 | $2,761-83.0% | $4,305-89.1% | $2,631-82.2% |
| Participant deferral / active EE | $1,368 | $3,303-58.6% | $5,540-75.3% | $4,212-67.5% |
| Admin fee / account holder | $795 | $6,746-88.2% | $14,329-94.5% | $7,344-89.2% |