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 | $29,933 | $77,899-61.6% | $149,673-80.0% | $75,163-60.2% |
| Participation rate | 51.4% | 65.6%-14.2pp | 78.8%-27.3pp | 67.2%-15.8pp |
| Annual return | 13.55% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $529 | $3,137-83.1% | $4,818-89.0% | $2,670-80.2% |
| Participant deferral / active EE | $2,286 | $3,411-33.0% | $5,680-59.7% | $4,125-44.6% |
| Admin fee / account holder | $3,244 | $5,956-45.5% | $13,210-75.4% | $5,651-42.6% |