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 | $32,893 | $90,503-63.7% | $78,689-58.2% | $273,961-88.0% |
| Participation rate | 17.6% | 76.5%-58.9pp | 73.6%-55.9pp | 83.0%-65.4pp |
| Annual return | 2.95% | 75.60%-72.7pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $347 | $3,176-89.1% | $2,851-87.8% | $4,869-92.9% |
| Participant deferral / active EE | $1,857 | $3,901-52.4% | $3,517-47.2% | $5,287-64.9% |
| Admin fee / account holder | $2,369 | $5,263-55.0% | $4,510-47.5% | $10,132-76.6% |