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 | $34,736 | $81,248-57.2% | $155,509-77.7% | $80,856-57.0% |
| Participation rate | 52.9% | 66.2%-13.3pp | 78.2%-25.2pp | 67.6%-14.7pp |
| Annual return | 12.06% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $888 | $3,100-71.4% | $4,672-81.0% | $2,755-67.8% |
| Participant deferral / active EE | $1,159 | $3,452-66.4% | $5,626-79.4% | $4,296-73.0% |
| Admin fee / account holder | $986 | $7,997-87.7% | $15,912-93.8% | $6,918-85.7% |