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 | $29,295 | $76,407-61.7% | $150,298-80.5% | $82,448-64.5% |
| Participation rate | 38.9% | 66.4%-27.5pp | 77.8%-38.9pp | 68.1%-29.2pp |
| Annual return | 13.87% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $490 | $2,614-81.2% | $4,154-88.2% | $2,551-80.8% |
| Participant deferral / active EE | $1,205 | $3,214-62.5% | $5,453-77.9% | $4,139-70.9% |
| Admin fee / account holder | $2,874 | $6,352-54.8% | $14,116-79.6% | $7,234-60.3% |