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 | $22,007 | $48,076-54.2% | $78,689-72.0% | $62,891-65.0% |
| Participation rate | 63.5% | 65.2%-1.7pp | 73.6%-10.1pp | 69.3%-5.8pp |
| Annual return | 6.27% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $427 | $2,015-78.8% | $2,851-85.0% | $2,281-81.3% |
| Participant deferral / active EE | $1,516 | $2,588-41.4% | $3,517-56.9% | $3,203-52.7% |
| Admin fee / account holder | $1,456 | $3,207-54.6% | $4,510-67.7% | $4,296-66.1% |