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 | $35,139 | $77,634-54.7% | $156,549-77.6% | $62,891-44.1% |
| Participation rate | 61.1% | 71.2%-10.1pp | 84.0%-22.9pp | 69.3%-8.2pp |
| Annual return | 6.48% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $761 | $3,444-77.9% | $5,501-86.2% | $2,281-66.7% |
| Participant deferral / active EE | $870 | $3,045-71.4% | $4,871-82.1% | $3,203-72.9% |
| Admin fee / account holder | $4,205 | $5,561-24.4% | $13,027-67.7% | $4,296-2.1% |