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 | $31,397 | $66,402-52.7% | $109,895-71.4% | $85,850-63.4% |
| Participation rate | 51.4% | 63.9%-12.5pp | 74.2%-22.9pp | 69.3%-18.0pp |
| Annual return | 17.76% | 19.59%-1.8pp | 29.45%-11.7pp | 318.53%-300.8pp |
| Employer contribution / active EE | $415 | $1,687-75.4% | $2,842-85.4% | $2,565-83.8% |
| Participant deferral / active EE | $1,919 | $2,842-32.5% | $4,048-52.6% | $3,952-51.4% |
| Admin fee / account holder | $359 | $4,557-92.1% | $6,066-94.1% | $6,260-94.3% |