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 | $23,768 | $77,634-69.4% | $156,549-84.8% | $62,891-62.2% |
| Participation rate | 37.1% | 71.2%-34.1pp | 84.0%-46.9pp | 69.3%-32.2pp |
| Annual return | 9.84% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $584 | $3,444-83.0% | $5,501-89.4% | $2,281-74.4% |
| Participant deferral / active EE | $1,631 | $3,045-46.4% | $4,871-66.5% | $3,203-49.1% |
| Admin fee / account holder | $2,149 | $5,561-61.4% | $13,027-83.5% | $4,296-50.0% |