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 | $29,347 | $91,190-67.8% | $178,490-83.6% | $79,858-63.3% |
| Participation rate | 33.9% | 69.2%-35.3pp | 81.9%-48.0pp | 69.6%-35.7pp |
| Annual return | 16.73% | 24.19%-7.5pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $695 | $3,256-78.6% | $5,011-86.1% | $2,471-71.9% |
| Participant deferral / active EE | $1,370 | $3,236-57.7% | $5,202-73.7% | $3,740-63.4% |
| Admin fee / account holder | $307 | $6,751-95.5% | $13,984-97.8% | $5,306-94.2% |