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 | $37,891 | $87,013-56.5% | $106,213-64.3% | $80,856-53.1% |
| Participation rate | 56.1% | 70.4%-14.3pp | 75.3%-19.2pp | 67.6%-11.5pp |
| Annual return | 10.33% | 17.05%-6.7pp | 116.14%-105.8pp | 35.59%-25.3pp |
| Employer contribution / active EE | $983 | $2,395-59.0% | $3,171-69.0% | $2,755-64.3% |
| Participant deferral / active EE | $1,687 | $3,986-57.7% | $5,016-66.4% | $4,296-60.7% |
| Admin fee / account holder | $2,639 | $8,431-68.7% | $11,033-76.1% | $6,918-61.8% |