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 | $53,432 | $90,503-41.0% | $78,689-32.1% | $273,961-80.5% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 6.50% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $948 | $3,901-75.7% | $3,517-73.0% | $5,287-82.1% |
| Admin fee / account holder | $1,487 | $5,263-71.7% | $4,510-67.0% | $10,132-85.3% |