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 | $51,533 | $77,899-33.8% | $149,673-65.6% | $75,163-31.4% |
| Participation rate | 34.9% | 65.6%-30.7pp | 78.8%-43.8pp | 67.2%-32.3pp |
| Annual return | 16.91% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $620 | $3,137-80.2% | $4,818-87.1% | $2,670-76.8% |
| Participant deferral / active EE | $1,806 | $3,411-47.1% | $5,680-68.2% | $4,125-56.2% |
| Admin fee / account holder | $2,323 | $5,956-61.0% | $13,210-82.4% | $5,651-58.9% |