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 | $43,220 | $91,190-52.6% | $178,490-75.8% | $79,858-45.9% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 12.95% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $992 | $3,256-69.5% | $5,011-80.2% | $2,471-59.8% |
| Participant deferral / active EE | $2,410 | $3,236-25.5% | $5,202-53.7% | $3,740-35.6% |
| Admin fee / account holder | $1,891 | $6,751-72.0% | $13,984-86.5% | $5,306-64.4% |