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 | $27,543 | $76,000-63.8% | $154,107-82.1% | $64,186-57.1% |
| Participation rate | 35.0% | 70.4%-35.4pp | 83.0%-48.0pp | 69.6%-34.6pp |
| Annual return | 3.31% | 30.32%-27.0pp | 735.12%-731.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $393 | $3,351-88.3% | $5,298-92.6% | $2,381-83.5% |
| Participant deferral / active EE | $1,456 | $3,175-54.1% | $5,081-71.3% | $3,470-58.0% |
| Admin fee / account holder | $2,182 | $5,596-61.0% | $13,411-83.7% | $4,888-55.4% |