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 | $28,881 | $91,190-68.3% | $178,490-83.8% | $79,858-63.8% |
| Participation rate | 42.2% | 69.2%-27.0pp | 81.9%-39.7pp | 69.6%-27.4pp |
| Annual return | 14.99% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $582 | $3,256-82.1% | $5,011-88.4% | $2,471-76.4% |
| Participant deferral / active EE | $1,621 | $3,236-49.9% | $5,202-68.8% | $3,740-56.7% |
| Admin fee / account holder | $2,730 | $6,751-59.6% | $13,984-80.5% | $5,306-48.6% |