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 | $52,236 | $72,012-27.5% | $185,823-71.9% | $79,858-34.6% |
| Participation rate | 28.4% | 65.8%-37.4pp | 78.0%-49.6pp | 69.6%-41.2pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $616 | $1,965-68.7% | $4,087-84.9% | $2,471-75.1% |
| Participant deferral / active EE | $1,319 | $3,779-65.1% | $5,632-76.6% | $3,740-64.7% |
| Admin fee / account holder | $3,296 | $4,513-27.0% | $9,500-65.3% | $5,306-37.9% |