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 | $36,338 | $91,190-60.2% | $178,490-79.6% | $79,858-54.5% |
| Participation rate | 40.7% | 69.2%-28.5pp | 81.9%-41.2pp | 69.6%-28.9pp |
| Annual return | 20.55% | 24.19%-3.6pp | 151.07%-130.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $450 | $3,256-86.2% | $5,011-91.0% | $2,471-81.8% |
| Participant deferral / active EE | $1,084 | $3,236-66.5% | $5,202-79.2% | $3,740-71.0% |
| Admin fee / account holder | $1,096 | $6,751-83.8% | $13,984-92.2% | $5,306-79.3% |