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 | $58,461 | $80,724-27.6% | $103,333-43.4% | $74,495-21.5% |
| Participation rate | 33.0% | 65.7%-32.7pp | 74.5%-41.5pp | 67.2%-34.2pp |
| Annual return | 11.91% | 27.56%-15.6pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $837 | $3,157-73.5% | $3,868-78.3% | $2,623-68.1% |
| Participant deferral / active EE | $2,154 | $3,860-44.2% | $5,057-57.4% | $4,346-50.4% |
| Admin fee / account holder | $2,868 | $2,368+21.1% | $8,355-65.7% | $1,942+47.7% |