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 | $35,595 | $48,076-26.0% | $78,689-54.8% | $62,891-43.4% |
| Participation rate | 44.4% | 65.2%-20.8pp | 73.6%-29.1pp | 69.3%-24.9pp |
| Annual return | 6.36% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $721 | $2,015-64.2% | $2,851-74.7% | $2,281-68.4% |
| Participant deferral / active EE | $994 | $2,588-61.6% | $3,517-71.7% | $3,203-69.0% |
| Admin fee / account holder | $6,003 | $3,207+87.2% | $4,510+33.1% | $4,296+39.7% |