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 | $34,737 | $84,233-58.8% | $170,442-79.6% | $70,131-50.5% |
| Participation rate | 64.9% | 70.8%-6.0pp | 83.6%-18.7pp | 69.5%-4.7pp |
| Annual return | 14.76% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $943 | $3,387-72.2% | $5,433-82.6% | $2,342-59.8% |
| Participant deferral / active EE | $906 | $3,086-70.6% | $4,939-81.6% | $3,332-72.8% |
| Admin fee / account holder | $1,866 | $5,698-67.2% | $13,880-86.6% | $4,645-59.8% |