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 | $29,005 | $72,277-59.9% | $101,248-71.4% | $79,858-63.7% |
| Participation rate | 51.6% | 68.5%-16.8pp | 75.8%-24.2pp | 69.6%-18.0pp |
| Annual return | 15.86% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $773 | $2,692-71.3% | $3,660-78.9% | $2,471-68.7% |
| Participant deferral / active EE | $1,501 | $3,282-54.3% | $4,370-65.7% | $3,740-59.9% |
| Admin fee / account holder | $918 | $4,400-79.1% | $5,945-84.6% | $5,306-82.7% |