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 | $30,340 | $77,634-60.9% | $156,549-80.6% | $62,891-51.8% |
| Participation rate | 34.1% | 71.2%-37.1pp | 84.0%-49.9pp | 69.3%-35.2pp |
| Annual return | 6.44% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $973 | $3,045-68.1% | $4,871-80.0% | $3,203-69.6% |
| Admin fee / account holder | $2,206 | $5,561-60.3% | $13,027-83.1% | $4,296-48.6% |