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 | $35,257 | $58,828-40.1% | $77,999-54.8% | $62,891-43.9% |
| Participation rate | 32.2% | 71.1%-38.8pp | 75.5%-43.3pp | 69.3%-37.1pp |
| Annual return | 6.61% | 17.16%-10.5pp | 425.96%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $920 | $1,672-45.0% | $2,470-62.8% | $2,281-59.7% |
| Participant deferral / active EE | $1,721 | $2,686-35.9% | $3,497-50.8% | $3,203-46.3% |
| Admin fee / account holder | $868 | $4,393-80.2% | $5,480-84.2% | $4,296-79.8% |