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 | $30,777 | $57,828-46.8% | $117,039-73.7% | $70,131-56.1% |
| Participation rate | 34.0% | 67.1%-33.1pp | 77.2%-43.1pp | 69.5%-35.5pp |
| Annual return | 15.34% | 17.55%-2.2pp | 18.95%-3.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $935 | $1,816-48.5% | $3,785-75.3% | $2,342-60.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $663 | $3,548-81.3% | $5,974-88.9% | $4,645-85.7% |