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 | $45,550 | $77,899-41.5% | $149,673-69.6% | $75,163-39.4% |
| Participation rate | 44.8% | 65.6%-20.8pp | 78.8%-33.9pp | 67.2%-22.4pp |
| Annual return | 18.00% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $486 | $3,137-84.5% | $4,818-89.9% | $2,670-81.8% |
| Participant deferral / active EE | $2,329 | $3,411-31.7% | $5,680-59.0% | $4,125-43.5% |
| Admin fee / account holder | $1,391 | $5,956-76.7% | $13,210-89.5% | $5,651-75.4% |