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 | $35,551 | $91,190-61.0% | $178,490-80.1% | $79,858-55.5% |
| Participation rate | 58.5% | 69.2%-10.7pp | 81.9%-23.4pp | 69.6%-11.1pp |
| Annual return | 12.25% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $589 | $3,256-81.9% | $5,011-88.2% | $2,471-76.2% |
| Participant deferral / active EE | $1,218 | $3,236-62.4% | $5,202-76.6% | $3,740-67.4% |
| Admin fee / account holder | $2,879 | $6,751-57.4% | $13,984-79.4% | $5,306-45.7% |