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 | $36,945 | $93,346-60.4% | $71,796-48.5% | $273,961-86.5% |
| Participation rate | 47.1% | 76.5%-29.5pp | 69.1%-22.1pp | 83.0%-36.0pp |
| Annual return | 6.03% | 130.39%-124.4pp | 78.04%-72.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $465 | $2,733-83.0% | $1,924-75.9% | $4,869-90.5% |
| Participant deferral / active EE | $990 | $3,475-71.5% | $2,794-64.6% | $5,287-81.3% |
| Admin fee / account holder | $2,271 | $6,571-65.4% | $4,815-52.8% | $10,132-77.6% |