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 | $44,179 | $99,341-55.5% | $84,750-47.9% | $273,961-83.9% |
| Participation rate | 40.9% | 80.7%-39.8pp | 76.6%-35.7pp | 83.0%-42.1pp |
| Annual return | 6.85% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,057 | $4,214-74.9% | $3,574-70.4% | $4,869-78.3% |
| Participant deferral / active EE | $1,768 | $4,269-58.6% | $3,712-52.4% | $5,287-66.6% |
| Admin fee / account holder | $454 | $6,644-93.2% | $5,332-91.5% | $10,132-95.5% |