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 | $17,491 | $58,208-70.0% | $81,812-78.6% | $80,856-78.4% |
| Participation rate | 37.1% | 63.4%-26.3pp | 72.3%-35.2pp | 67.6%-30.5pp |
| Annual return | 10.85% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $810 | $2,340-65.4% | $2,912-72.2% | $2,755-70.6% |
| Participant deferral / active EE | $1,708 | $3,281-47.9% | $4,319-60.5% | $4,296-60.2% |
| Admin fee / account holder | $3,500 | $4,981-29.7% | $7,386-52.6% | $6,918-49.4% |