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 | $42,955 | $76,407-43.8% | $150,298-71.4% | $82,448-47.9% |
| Participation rate | 52.9% | 66.4%-13.5pp | 77.8%-24.8pp | 68.1%-15.1pp |
| Annual return | 15.97% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $786 | $2,614-69.9% | $4,154-81.1% | $2,551-69.2% |
| Participant deferral / active EE | $1,599 | $3,214-50.3% | $5,453-70.7% | $4,139-61.4% |
| Admin fee / account holder | $578 | $6,352-90.9% | $14,116-95.9% | $7,234-92.0% |