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 | $47,576 | $77,634-38.7% | $156,549-69.6% | $62,891-24.4% |
| Participation rate | 40.0% | 71.2%-31.2pp | 84.0%-44.0pp | 69.3%-29.3pp |
| Annual return | 5.33% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $530 | $3,444-84.6% | $5,501-90.4% | $2,281-76.8% |
| Participant deferral / active EE | $1,489 | $3,045-51.1% | $4,871-69.4% | $3,203-53.5% |
| Admin fee / account holder | $4,457 | $5,561-19.8% | $13,027-65.8% | $4,296+3.8% |