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 | $38,320 | $80,717-52.5% | $154,803-75.2% | $84,808-54.8% |
| Participation rate | 31.9% | 66.8%-34.9pp | 78.1%-46.2pp | 68.3%-36.4pp |
| Annual return | 14.42% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $636 | $2,761-77.0% | $4,305-85.2% | $2,631-75.8% |
| Participant deferral / active EE | $1,605 | $3,303-51.4% | $5,540-71.0% | $4,212-61.9% |
| Admin fee / account holder | $600 | $6,746-91.1% | $14,329-95.8% | $7,344-91.8% |