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 | $46,210 | $81,248-43.1% | $155,509-70.3% | $80,856-42.8% |
| Participation rate | 33.8% | 66.2%-32.5pp | 78.2%-44.4pp | 67.6%-33.9pp |
| Annual return | 10.70% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $999 | $3,100-67.8% | $4,672-78.6% | $2,755-63.7% |
| Participant deferral / active EE | $3,118 | $3,452-9.7% | $5,626-44.6% | $4,296-27.4% |
| Admin fee / account holder | $6,695 | $7,997-16.3% | $15,912-57.9% | $6,918-3.2% |