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 | $35,238 | $95,416-63.1% | $185,823-81.0% | $85,850-59.0% |
| Participation rate | 32.1% | 68.8%-36.7pp | 81.7%-49.6pp | 69.3%-37.3pp |
| Annual return | 13.03% | 23.59%-10.6pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $614 | $3,314-81.5% | $5,167-88.1% | $2,565-76.1% |
| Participant deferral / active EE | $1,023 | $3,423-70.1% | $5,568-81.6% | $3,952-74.1% |
| Admin fee / account holder | $2,486 | $7,213-65.5% | $16,237-84.7% | $6,260-60.3% |