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 | $23,238 | $77,634-70.1% | $156,549-85.2% | $62,891-63.1% |
| Participation rate | 44.4% | 71.2%-26.8pp | 84.0%-39.6pp | 69.3%-24.9pp |
| Annual return | 5.92% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $607 | $3,444-82.4% | $5,501-89.0% | $2,281-73.4% |
| Participant deferral / active EE | $1,785 | $3,045-41.4% | $4,871-63.4% | $3,203-44.3% |
| Admin fee / account holder | $3,311 | $5,561-40.5% | $13,027-74.6% | $4,296-22.9% |