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 | $33,677 | $91,190-63.1% | $178,490-81.1% | $79,858-57.8% |
| Participation rate | 54.5% | 69.2%-14.7pp | 81.9%-27.4pp | 69.6%-15.1pp |
| Annual return | 11.85% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $414 | $3,256-87.3% | $5,011-91.7% | $2,471-83.3% |
| Participant deferral / active EE | $1,285 | $3,236-60.3% | $5,202-75.3% | $3,740-65.7% |
| Admin fee / account holder | $1,263 | $6,751-81.3% | $13,984-91.0% | $5,306-76.2% |