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 | $17,406 | $47,848-63.6% | $81,478-78.6% | $70,131-75.2% |
| Participation rate | 37.0% | 58.3%-21.3pp | 68.0%-31.0pp | 69.5%-32.6pp |
| Annual return | 31.34% | 27.25%+4.1pp | 38.78%-7.4pp | 73.14%-41.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,396 | $2,453+79.2% | $3,537+24.3% | $3,332+31.9% |
| Admin fee / account holder | $652 | $3,145-79.3% | $4,561-85.7% | $4,645-86.0% |