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 | $32,162 | $53,127-39.5% | $86,590-62.9% | $70,131-54.1% |
| Participation rate | 47.4% | 65.3%-17.9pp | 73.5%-26.2pp | 69.5%-22.2pp |
| Annual return | 12.54% | 27.66%-15.1pp | 964.84%-952.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $330 | $2,068-84.0% | $2,839-88.4% | $2,342-85.9% |
| Participant deferral / active EE | $1,462 | $2,696-45.8% | $3,609-59.5% | $3,332-56.1% |
| Admin fee / account holder | $652 | $3,585-81.8% | $4,906-86.7% | $4,645-86.0% |