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 | $21,822 | $81,248-73.1% | $155,509-86.0% | $80,856-73.0% |
| Participation rate | 40.2% | 66.2%-26.0pp | 78.2%-38.0pp | 67.6%-27.4pp |
| Annual return | 20.09% | 33.31%-13.2pp | 64.67%-44.6pp | 35.59%-15.5pp |
| Employer contribution / active EE | $483 | $3,100-84.4% | $4,672-89.7% | $2,755-82.5% |
| Participant deferral / active EE | $1,466 | $3,452-57.5% | $5,626-73.9% | $4,296-65.9% |
| Admin fee / account holder | $2,318 | $7,997-71.0% | $15,912-85.4% | $6,918-66.5% |