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 | $30,322 | $95,416-68.2% | $185,823-83.7% | $85,850-64.7% |
| Participation rate | 53.8% | 68.8%-15.0pp | 81.7%-28.0pp | 69.3%-15.6pp |
| Annual return | 12.27% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $516 | $3,314-84.4% | $5,167-90.0% | $2,565-79.9% |
| Participant deferral / active EE | $1,467 | $3,423-57.1% | $5,568-73.7% | $3,952-62.9% |
| Admin fee / account holder | $1,865 | $7,213-74.1% | $16,237-88.5% | $6,260-70.2% |