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 | $37,816 | $72,994-48.2% | $120,354-68.6% | $77,643-51.3% |
| Participation rate | 30.6% | 55.2%-24.6pp | 71.9%-41.3pp | 70.6%-40.0pp |
| Annual return | 11.61% | 18.23%-6.6pp | 107.15%-95.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $939 | $1,793-47.6% | $3,463-72.9% | $2,726-65.6% |
| Participant deferral / active EE | $2,030 | $3,011-32.6% | $4,991-59.3% | $4,647-56.3% |
| Admin fee / account holder | $789 | $658+20.0% | $9,423-91.6% | $430+83.4% |