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 | $16,131 | $77,634-79.2% | $156,549-89.7% | $62,891-74.4% |
| Participation rate | 63.2% | 71.2%-8.0pp | 84.0%-20.9pp | 69.3%-6.1pp |
| Annual return | 6.77% | 50.32%-43.5pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $740 | $3,444-78.5% | $5,501-86.5% | $2,281-67.6% |
| Participant deferral / active EE | $1,074 | $3,045-64.7% | $4,871-77.9% | $3,203-66.5% |
| Admin fee / account holder | $1,062 | $5,561-80.9% | $13,027-91.8% | $4,296-75.3% |