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 | $30,472 | $93,071-67.3% | $74,583-59.1% | $273,961-88.9% |
| Participation rate | 54.5% | 74.9%-20.4pp | 68.1%-13.6pp | 83.0%-28.5pp |
| Annual return | 6.23% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $755 | $3,160-76.1% | $2,525-70.1% | $4,869-84.5% |
| Participant deferral / active EE | $1,427 | $4,160-65.7% | $3,458-58.7% | $5,287-73.0% |
| Admin fee / account holder | $2,529 | $5,272-52.0% | $4,138-38.9% | $10,132-75.0% |