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 | $51,201 | $81,460-37.1% | $103,333-50.5% | $80,856-36.7% |
| Participation rate | 43.7% | 66.8%-23.2pp | 74.5%-30.8pp | 67.6%-24.0pp |
| Annual return | 14.47% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $813 | $3,105-73.8% | $3,868-79.0% | $2,755-70.5% |
| Participant deferral / active EE | $2,313 | $3,869-40.2% | $5,057-54.3% | $4,296-46.2% |
| Admin fee / account holder | $3,384 | $6,566-48.5% | $8,355-59.5% | $6,918-51.1% |