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 | $31,945 | $59,101-45.9% | $77,163-58.6% | $75,163-57.5% |
| Participation rate | 58.8% | 63.9%-5.1pp | 69.6%-10.8pp | 67.2%-8.4pp |
| Annual return | 18.05% | 26.71%-8.7pp | 37.87%-19.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $693 | $1,995-65.3% | $2,535-72.6% | $2,670-74.0% |
| Participant deferral / active EE | $1,715 | $2,999-42.8% | $3,833-55.3% | $4,125-58.4% |
| Admin fee / account holder | $3,486 | $4,774-27.0% | $5,472-36.3% | $5,651-38.3% |