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 | $17,615 | $77,634-77.3% | $156,549-88.7% | $62,891-72.0% |
| Participation rate | 45.1% | 71.2%-26.1pp | 84.0%-38.9pp | 69.3%-24.2pp |
| Annual return | 6.36% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $654 | $3,444-81.0% | $5,501-88.1% | $2,281-71.3% |
| Participant deferral / active EE | $1,033 | $3,045-66.1% | $4,871-78.8% | $3,203-67.7% |
| Admin fee / account holder | $514 | $5,561-90.8% | $13,027-96.1% | $4,296-88.0% |