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 | $20,450 | $90,503-77.4% | $78,689-74.0% | $273,961-92.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 21.51% | 75.60%-54.1pp | 62.18%-40.7pp | 41.45%-19.9pp |
| Employer contribution / active EE | $728 | $3,176-77.1% | $2,851-74.5% | $4,869-85.0% |
| Participant deferral / active EE | $2,320 | $3,901-40.5% | $3,517-34.0% | $5,287-56.1% |
| Admin fee / account holder | $1,080 | $5,263-79.5% | $4,510-76.1% | $10,132-89.3% |