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 | $41,735 | $90,503-53.9% | $78,689-47.0% | $273,961-84.8% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 3.21% | 75.60%-72.4pp | 62.18%-59.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $454 | $3,176-85.7% | $2,851-84.1% | $4,869-90.7% |
| Participant deferral / active EE | $1,462 | $3,901-62.5% | $3,517-58.4% | $5,287-72.3% |
| Admin fee / account holder | $715 | $5,263-86.4% | $4,510-84.1% | $10,132-92.9% |