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 | $37,533 | $91,190-58.8% | $178,490-79.0% | $79,858-53.0% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 14.54% | 24.19%-9.7pp | 151.07%-136.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $403 | $3,256-87.6% | $5,011-92.0% | $2,471-83.7% |
| Participant deferral / active EE | $1,722 | $3,236-46.8% | $5,202-66.9% | $3,740-54.0% |
| Admin fee / account holder | $4,019 | $6,751-40.5% | $13,984-71.3% | $5,306-24.3% |